Advisors Pick ETFs Over Stocks for Client Portfolios: Survey

News June 05, 2024 at 02:39 PM
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What You Need To Know

  • Clients are worried about inflation and interest-rate effects on portfolios, research found.
  • Only about half of advisors named individual stocks or bonds as recommended vehicles.
  • Some advisors reported challenges in educating clients about life insurance features
Two advisors fist bumping in celebration