top of page

BLOG

News, views and analysis

The Evidence-Based Investor a proud partner with

FEATURED POST

A confident young wealth manager gestures toward an upward-trending chart while a middle-aged couple exchange doubtful glances — illustrating the disconnect at the heart of wealth management underperformance

A confident young wealth manager gestures toward an upward-trending chart while a middle-aged couple exchange doubtful glances — illustrating the disconnect at the heart of wealth management underperformance

Wealth management underperformance: the exposed secret that could cost you millions

Y TREE's analysis of 550 portfolios found that 84 per cent of wealth managers underperformed in 2025. Wealth management underperformance cost investors up to a third of their expected returns — and most don't even know it's happening.

Robin Powell

Search

Robin Powell

Jan 229 min read

Fund fees and performance: the link is getting stronger

Robin Powell

Jan 216 min read

Active management still dominates — and the data proves it

Robin Powell

Jan 208 min read

The investment factor: why companies that spend big often deliver small returns

Robin Powell

Jan 156 min read

Is Terry Smith right to blame index funds for his struggles?

Robin Powell

Jan 145 min read

Buffer ETFs: protection, illusion or expensive reassurance?

Robin Powell

Jan 56 min read

Why do mutual funds underperform? Because most "skill" is actually luck

Robin Powell

Jan 38 min read

What history tells us about expected stock returns after a bull run

Robin Powell

Jan 17 min read

Does the January barometer really work?

Robin Powell

Dec 30, 20259 min read

A New Year's resolution every investor should embrace

Robin Powell

Dec 19, 20252 min read

S&P 500 concentration risk: is your portfolio really diversified?

Robin Powell

Dec 18, 20258 min read

Does "buy the dip" actually work?

Robin Powell

Dec 11, 20258 min read

Is private equity worth it? The numbers behind the hype

Robin Powell

Dec 1, 20258 min read

Why portfolio diversification matters more than ever

Robin Powell

Nov 10, 20257 min read

Do active funds in downturns really protect you? What 26 years of data reveals

Robin Powell

Nov 3, 20256 min read

The Terry Smith timing trap: why most investors lost money

Robin Powell

Oct 29, 202510 min read

Cathie Wood calls indexing 'a form of socialism'. Has she lost the plot?

Robin Powell

Oct 28, 202514 min read

Optimism as a business model: Why investment consultants can't afford to recommend simplicity

Robin Powell

Oct 27, 20259 min read

You check your energy bill. Why not your investment fees?

Robin Powell

Oct 25, 20259 min read

Fidelity's active funds: how good are they really?

Robin Powell

Oct 24, 202512 min read

Trump trades and the forecasting trap: why political betting reveals a costly investment truth

SUBSCRIBE

Simply provide your email address to receive our regular update.

bottom of page