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Sponsored by Lockwood | Advisors appear to be shifting away from growth stocks toward value positions—perhaps in response to the strong outperformance of growth stocks ever since the recent financial crisis.
Sponsored by Lockwood | When ranking the relative importance of various investment characteristics when choosing an actively managed fund, advisors are most likely to focus on the fund’s expense ratio and the fund firm’s reputation.
Sponsored by Axa | Despite claiming retirement as a specialty, a majority of advisors value planning assistance from mutual fund groups on how to minimize retirement taxes and Social Security strategies.