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.
S&P 500 concentration risk is at historic highs. If you own a global tracker, your portfolio may be far less diversified than you think. Here's what you can do about it.
