Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
Funding follows 664% year-over-year growth driven by Wealth.com’s AI-powered technology, successful launch of its tax planning solution across more than 1,000 advisory firms in just two months and accelerating enterprise adoption across largest financial institutions
In addition to consistent performance, institutional investors prioritize stable investment teams and open communication, according to new Cerulli research