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Asset & Wealth Management
The sector profile applies to every brand in Asset & Wealth Management. 2 sub-categories have their own profile, which replaces the sector values for that sub-category.
Sector defaults
Editorial outlets
- morningstar.com
- kiplinger.com
- investopedia.com
- forbes.com
- wsj.com
- barrons.com
- bloomberg.com
Communities
- r/investing
- r/Bogleheads
Example prompts
- Category: best wealth management firm
- Long form: Which wealth manager should I use if I have $2M in investable assets and want tax-aware planning?
- Short form: best wealth advisor
- Number style: 1% AUM fee
Sub-categories
Private Wealth & Advisory › Independent Registered Investment Advisors (RIAs)
Editorial outlets
- morningstar.com
- wsj.com
- barrons.com
- investopedia.com
- forbes.com
Communities
- r/investing
- r/CFP
Example prompts
- Category: best RIA for retirement planning
- Long form: Which fee-only RIA is best for retirement planning if I have $1.5M across IRAs and taxable accounts?
- Short form: best fee-only RIA
- Number style: 0.85% AUM fee
Alternative Investments › Private Equity (PE)
Editorial outlets
- pehub.com
- institutionalinvestor.com
- wsj.com
- bloomberg.com
- ft.com
Communities
None set.
Example prompts
- Category: top private equity firms
- Long form: Which large-cap PE firms have the strongest track record in healthcare over the last 10 years?
- Short form: top PE firms healthcare
- Number style: 15% IRR