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Ben Carlson: Thinking Through a Change An Asset Allocation

FYI: Last week the Financial Planning Association released its annual investment survey of financial advisors — 2017 Trends in Investing Survey: Where Financial Advisors are Investing Now. The survey consists of responses from over 300 financial advisors to various questions about how this group is thinking about the current investment landscape.

There were a few data points in the report that solidified many of the more popular industry trends at the moment. Almost 90% of the advisors surveyed said they use or recommend ETFs in their portfolios, with half of the respondents claiming they plan to increase the usage of ETFs in the coming year.

But there was another trend that caught my attention — the advisors’ thoughts on diversification. Here’s a graph showing the responses about how current market conditions have affected attitudes about diversification:
Regards,
Ted
http://awealthofcommonsense.com/2017/06/thinking-through-a-change-an-asset-allocation/
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