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11 Ways Advisers Are Using ETFs And Mutual Funds

TedTed
in The Bullpen
FYI: A Schwab Advisor Group study of investment trends among financial advisers shows a growing preference for the ease of packaged portfolios such as exchange-traded funds and mutual funds, with ETFs gaining ground.

The report, “At the Core: Advisor Views on Investment Trends,” was based on a survey conducted in August of 381 independent investment advisers with at least $50 million in assets under management.
Regards,
Ted
https://www.investmentnews.com/gallery/20181106/FREE/110509998/PH

1. ETF And Mutual Fund Use By Gender
2. Mutual Fund Preferences By Age
3. ETF Preferences By Age
4. Embracing All-ETF Or All-Mutual Fund Portfolios
5. Dominance Of ETFs
6. Events Impacting Core Allocations
7. Active Versus Passive Management
8. Decreasing Core Holdings
9. Increasing Core Holdings
10.ETFs Edge Higher As A Core Allocation
11.Core Holdings Rule
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