Mutual Funds Still King of the Hill for Planners

July 2003
Journal of Financial Planning;Jul2003, Vol. 16 Issue 7, p20
Academic Journal
The article asserts that mutual funds remain the most popular among financial planners responding to a newly completed FPA survey. Ninety-two percent of respondents said they use non-wrap mutual funds and 46 percent of their clients' assets are in mutual funds. The next most popular investment is individual securities. In contrast, only 31 percent of planners outsource some client funds to separately managed accounts, with 11 percent of client assets invested in these vehicles, though the report indicates more planners intend to use them. The report, titled Understanding the Delivery of Advice and Financial Planning Services, conducted by the Financial Research Corporation of Boston, Massachusetts, covers a wide variety of areas, from business models and services offered to demographics and fee structures.


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