Trends in investing: By the numbers

Published
  • July 05 2017, 11:52am EDT
ETFs continue to dominate as the investment of choice for most advisers, according to the Financial Planning Association's 2017 Trends in Investing survey. Indeed, 88% of respondents said they currently use the passive products (the most popular among 17 options), and 50% said they plan to increase their use or recommendation over the next 12 months (again, the most common response.)

Scroll through to see some of the other trends among advisers. All data on the following slides is from the Financial Planning Association's 2017 Trends in Investing Survey. Data on the cover slide showing the overall U.S. stock and bond markets comes from the World Bank and SIFMA.

ETFs continue to dominate as the investment of choice for most advisers, according to the Financial Planning Association's 2017 Trends in Investing survey. Indeed, 88% of respondents said they currently use the passive products (the most popular among 17 options), and 50% said they plan to increase their use or recommendation over the next 12 months (again, the most common response.)

Scroll through to see some of the other trends among advisers. All data on the following slides is from the Financial Planning Association's 2017 Trends in Investing Survey. Data on the cover slide showing the overall U.S. stock and bond markets comes from the World Bank and SIFMA.

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60%: I diversify using the same suite of investment vehicles regardless of market conditions.
27%: Current market conditions make diversification harder with current asset allocation.
13%: Current market conditions make diversification easier with current asset allocation.

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47% Yes
44%: No
6%: No, but expect to soon
3%: Don’t know.

7%: Very confident
17%: Confident
26%: Somewhat confident
14%: Neutral
14%: Somewhat doubtful
12%: Doubtful
10%: Very doubtful

49%: Lower costs
23%: Tax efficiency
14%: Trading flexibility
2%: Diversification
1%: Transparency of holdings
6%: There are no advantages

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14%: Monthly
48%: Quarterly
36%: Annually
1%: Upon client request