Financial planners are significantly increasing their use of alternative investments, marking a notable shift in investment strategy amidst ongoing market volatility and economic uncertainty!

The 2025 Trends in Investing Survey, published by the Journal of Financial Planning and the Financial Planning Association® (FPA®), includes this and other insights.

The survey, conducted annually for over a decade, highlights a growing appetite for diversification beyond traditional stocks and bonds, with planners seeking new avenues for growth and risk management. With 195 responses from financial planners, the 2025 survey reveals the trends, challenges, and opportunities ahead for financial planners and their clients.

Download your copy of the report today!