CONDUCTEDBY:ofFinancialPlanning®2023TrendsinInvestingSurvey2023TrendsinInvestingThe2023TrendsinInvestingSurveywasconductedbytheJournalofFinancialPlanningandtheFinancialPlanningAssociationfromFeb.14,2023,toApril7,2023.Thesurveyreceived191responsesfromfinancialplannerswhoprovideorimplementinvestmentservicesorrecommendationsfortheirclients.ExecutiveSummaryInvestorshadadifficultyearin2022,andtheprofessionalswhoadvisethemoractontheirbehalfhadalottomanage.AstheworldcontinuedtorecalibrateaftertheCOVID-19pandemic,FPAandtheJournalofFinancialPlanningwonderedwhereinvestmentprofessionalswerelookingforopportunitiesfortheirclients.Weaskedrespondentsinthe2023TrendsinInvestingsurveytotellusabouthowtheywereusingalternativesfortheirclients.Welearnedthatwhilethereisinterestintheseproducts,therearestillsignificantconcerns,namelytheirlackofliquidityandoverallcost.What’smore,someplannersindicatedagenerallackoftrustintheabilityoftheseproductstomeetclients’needs.Meanwhile,over90percentofinvestmentprofessionalssaidtheyuseorrecommendexchange-tradedfundsfortheirclients,andnearlyhalfsaytheyplantoincreasetheirutilizationoverthenext12months.Investmentprofessionalsareembracingablendofactiveandpassivestrategiesafteraturntowardoneortheotheroverthepastcoupleofyears.Althoughinvestmentprofessionalsaregenerallybearishintheireconomicoutlooks,o...
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