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.
Most fund manager AI systems operate on autopilot, closely tracking the index while charging premium fees for active management. If your portfolio is essentially running itself, why are you paying someone to sit in the cockpit?
Robin Powell
Apr 209 min read
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