What's going on with assets?


Is the 60/40 portfolio dead? Should I be talking to my clients about crypto? Do I need to branch out into alts to seek real diversification?

We pulled data from 1,000+ advisory firms working with Advyzon, and while we can't tell you what you SHOULD be doing with your assets, you can get a glimpse at what these advisory firms ARE doing. 


In the full report, you'll find out about: 

  • How advisors are investing
  • Trends we're watching
  • Commonly used performance benchmarks

Are you an advisor curious about how to navigate asset allocation in the constantly changing market?

Download the full white paper to see what other advisors are doing!