Advisers Regaining Investing Confidence

Schulaka, Carly
June 2010
Journal of Financial Planning;Jun2010, Vol. 23 Issue 6, p28
Academic Journal
The article focuses on the improvement in the confidence of financial advisers towards investment. The author cites the results of the 2010 Trends in Investing survey conducted by the Financial Planning Association (FPA) which indicate that financial advisers are confident with the investment products they use and recommend like mutual funds, exchange-traded funds (ETFs) and variable annuities. The survey also shows that financial advisers are more confident about their asset allocation strategy. She states that financial advisers have decided to adopt new strategies like focusing on more risk-adjusted returns and diversity.


Related Articles

  • Tactical Versus Strategic.  // Investment Advisor;Sep2009, Vol. 29 Issue 9, p80 

    The article compares and differentiates tactical and strategic asset allocation. It notes that long-term capital expectations are incorporated with a client's goals in strategic allocation, while in tactical allocation, adjustments are made based on short-term expectations for an asset class. It...

  • From Best Return to Safety and Liquidity: A 5-year look at trends in investing. Schulaka, Carly // Journal of Financial Planning;Jun2012, Vol. 25 Issue 6, p26 

    The article focuses on a shift in investment trends from 2008 to 2012. It states that the Financial Planning Association annual investment trends study found in September 2008 only 52 percent of financial advisers used cash and equivalents in client portfolios while almost 70 percent used...

  • Industry new products.  // Financial Planning;Jul2006, Vol. 36 Issue 7, p49 

    Presents several mutual funds and tools for financial advisers. Market Vectors--Gold Miners Exchange-Traded Fund from the American Stock Exchange and Van Eck Global; SmartRetirement Funds; NaviPlan USA Version 10.1 financial planning software from Emerging Information System.

  • AP1 shifts further into alternatives to bolster scheme.  // Invest Hedge;3/16/2015, p1 

    The article focuses on the continued diversification of investment scheme Forsta AP Fonden (AP1) into alternatives to protect its portfolio market from fluctuations. It mentions that the scheme shifted $471 million into alternatives during the first half of 2013, in which the $157 million are...

  • Flex your money muscle.  // India Today;12/1/2014, p1 

    The article discusses the popularity and importance of mutual funds in financial planning, reproduced form the journal "India Today." Topics discussed include providing liquidity and diversification to investors, allowing investor to build his portfolio based on the fund objective and style of...

  • Which Asset Allocation Mix Outperforms? Israelsen, Craig L. // Financial-planning.com;6/1/2015, p1 

    A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.

  • ETFs WHY SO COMPLICATED? BIGDA, CAROLYN; WANG, PENELOPE // Money;Sep2012, Vol. 41 Issue 8, p88 

    The article presents investment analysis of exchange-traded funds (ETFs). The growth of ETFs compared to traditional mutual funds is noted, and attributed to their combination of the diversification of index funds with the ability to trade them as stocks are traded. The use of ETFs in portfolio...

  • ETFs: a client solution and business asset. Howie, Jonathan // Money Management;9/19/2013, Vol. 27 Issue 36, p22 

    The article discusses the potential of exchange-traded funds (ETFs) to the interest of financial advisers and clients in Australia. It states that the rapid use of ETFs in the country was triggered by several factors including the demand for low-cost and transparent investment products, it...

  • Adviser Annuity Use Down as ETFs Gain Steam. Manganaro, John // Plan Advisor News;2014, p98 

    The article reports on a study which suggests that financial advisors are moving away from the use and recommendation of annuities as exchange traded funds (ETFs) have improved performance. Financial Planning Association director Valerie Porter thinks that advisors are meeting consumer demand...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics