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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
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HALO stocks: a new investment strategy or just the latest Wall Street story?
A glowing golden halo hovering above an ordinary cardboard box on a warehouse shelf, representing how HALO stocks are standard investments dressed up with compelling marketing
Robin Powell
Mar 168 min read
Why chasing yesterday’s winners is tomorrow’s wealth destroyer
Chasing yesterday’s winners may feel safe, but it’s one of the fastest ways to destroy wealth. Funds that shine in headlines often disappoint once investors pile in, leaving latecomers with losses. Morningstar’s research shows how chasing past performance turns success stories into financial traps — and why boring, low-cost investing offers the real path to long-term wealth preservation.
Robin Powell
Sep 1, 20259 min read
Hot funds look great — until they're not
Hot funds often attract a rush of investor cash. But new research shows they’re more likely to underperform once they’ve hit peak popularity. Here’s why chasing recent winners could leave you trailing the market.
TEBI
May 8, 20255 min read
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