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Discover the Latest Investment Trends:
The 2023 Trends in Investing Survey Report

Are you curious about where financial advisers are putting their clients' money in today's dynamic market? Look no further! The 2023 Trends in Investing Survey report sheds light on the investment preferences of financial professionals.

In a challenging 2022, investors turned to their trusted financial professionals for guidance in navigating the evolving investment landscape. Now, you can gain exclusive access to the comprehensive survey conducted by the Journal of Financial Planning and the Financial Planning Association® (FPA®). We surveyed 191 investment professionals, delving into their perspectives on emerging opportunities for their clients, with a particular focus on alternative investments and the continued strong interest in exchange-traded funds (ETFs).

While alternative investments are catching the attention of some financial advisers, the survey highlighted that over 90 percent of investment professionals currently use or recommend exchange-traded funds (ETFs). Notably, half of the respondents indicated plans to increase their utilization of ETFs over the next 12 months (50%), while only three percent plan to decrease their use. Investment professionals are embracing a balanced approach, combining active and passive strategies, after a shift toward either one in recent years.

Download the 2023 Trends in Investing Survey now!





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