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.
Trump trades—betting on presidential policies — seem obvious. Reality? Investors who bet against Trump taking action earned S&P 500 returns. Believers lost 20%.
Robin Powell
Oct 24, 202512 min read
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