The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.
What matters most to you in a client-advisor relationship? Does your firm have a mission and vision? What value do you provide for your clients—and how will you deliver it? How are you helping them meet their financial goals?
Syntax Data’s output includes back-tested performance, detailed statistical analysis, and an institutional-grade methodology document that provides total transparency into the investment process.