A Mutual Decision

August 1997
Journal of Financial Planning;Aug1997, Vol. 10 Issue 4, p15
Academic Journal
This article reports that financial advisors were less enamored with mutual funds in 1996. According to a survey by Cerulli Associates Inc., mutual funds made up 20.3 percent of the advisors' assets under management at the end of 1996, versus 22 percent at the end of 1995. The difference was being put into stocks, bonds, real estate investment trusts and other investments. Despite the drop, the allocation of mutual funds remains high, historically.


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