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2016 Investment
Trend Monitor Report

 
 
 

Top Trends
In 2016

 

In 2016, WealthManagement.com is publishing an exclusive series of peer-to-peer Investment Trend Monitor Research Reports designed to provide valuable insights for advisors looking to better understand what their colleagues and contemporaries are thinking— and how these views affect their decision-making.

 

Topics covered in this in-depth report on Top Trends In 2016 include:

  • Percentage of client allocations advisors plan to allot to fixed income in 2016
  • The chief factors they’ll consider before selecting ETFs
  • How they choose between passive mutual funds and passive ETFs
  • The most relevant aspects when comparing target-date funds
  • How they view the emergence of robo advisors
  • Preferences for variable vs. constant NAV money market funds
  • Tools they prefer for goals-based wealth management
 


Key Takeaways

 

Download

 

 

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