3-year Trends in Investment Recommendations

McClune, Sheila
September 2010
Journal of Financial Planning;Sep2010, Vol. 23 Issue 9, Special section p15
Academic Journal
The article presents the findings from a series of surveys carried out by Financial Planning Association (FPA) Research Center of why and how the investment recommendations of financial planners are changing. Most of the planners are re-evaluating and changing the types of investments they recommend due to anticipated or actual changes in the economy, tax legislation, and in the investments themselves. The biggest decrease has been in the number of responders saying they recommended individual stocks. Results show that those advisers who are not looking at the different types of investment available might want to search the possibility of other opportunities in order to minimize client risk and maximize results.


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