Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has just released What’s Going On With Assets in 2024?, Advyzon’s third annual asset allocation study, which reveals new trends in how financial advisors are investing client funds.
With deep dives into the subtle shifts around asset allocation, the paper looks at how the more than 1,500 advisory firms that use Advyzon for portfolio reporting allocated client funds at the close of 2023. Authored by Kelly Fitzpatrick, senior product owner at Advyzon, the special report also takes a look at the evolution of the equity and fixed-income markets over the past five years, analyzes
