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.
Speaking on Morningstar's The Long View podcast in May 2025, Wall Street Journal columnist Jason Zweig offered sobering advice for investors grappling with unprecedented market uncertainty. As global markets wrestle with President Trump's sweeping tariff policies, Zweig warned: "We don't know that fundamental rules haven't changed...but that's an awful lot of things to be right about" when making dramatic portfolio changes. Zweig's commentary comes as he prepares the latest e
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Jun 2, 20256 min read
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