Facet wealth management equity positioning data from Facet

Equity positioning data from Facet Wealth Management shows institutional demand supporting utilities and consumer staples, signaling a risk-off posture among large funds amid slowing GDP growth forecasts. Like Fidelity, Vanguard was — and still is — famous for its high-performing no-load funds. However, it too has evolved into a financial management and advisory firm that offers three levels of advisory services . For RIAs, the message is clear: the future of advice is integrated, transparent, and client-centered. Whether that means adding tax prep, exploring subscription pricing, or deepening partnerships with tech providers, the competitive bar is rising. Firms that can deliver a cohesive, comprehensive experience will not only attract new clients but retain them in a marketplace where loyalty is increasingly hard-won.