FYI: Advisors are increasing their use of ETFs as the foundations of their client portfolios. The result is simpler, more efficient and more inexpensive overall investment strategies, according to recent research.
According to “At The Core: Advisor Views On Investment Trends,” a study released Wednesday by Charles Schwab at the Schwab IMPACT 2018 conference in Washington, D.C., respondents in an August survey of 381 advisors believe that the majority of client holdings, 62 percent on average, should be allocated to core investments. Schwab defines core investments as large-, mid-, and small-cap U.S. equities, international equities, corporate bonds and Treasurys.
Regards,
Ted
https://www.fa-mag.com/news/etfs-beginning-to-dominate-the-core-of-rias--portfolios--says-schwab-41679.html?print
