ETFs, SMAs and VAs Grab Advisers' Attention

Schulaka, Carly
June 2008
Journal of Financial Planning;Jun2008 Trends in Investing, Vol. 21, p4
Academic Journal
This article focuses on the results of the Financial Planning Association's 2008 survey. The survey found exchange traded funds (ETFs), separately managed accounts (SMAs), and variable annuities (VAs) as trends in investing. EFTs, used as a tool for asset allocation, created $146 billion in net flows in 2007. SMAs showed the greatest increase of usage from 2006. VAs have grown 15% in sales in 2007 for a record of $184.2 billion. Topics include how financial advisers are adapting to client demands and how the financial services business has changed.


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