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.
New research suggests that trading in retirement increases after people stop working — and that the extra activity quietly erodes returns. Here's what the evidence shows, and why having more time isn't the advantage most investors assume.
Robin Powell
Mar 117 min read
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