Advisors appear divided on the outlook for domestic equities. Many plan to add domestic stocks to clients’ portfolios over the next 12 months, while others expect to reduce their clients’ holdings of the asset class. In this environment, advisors appear to be finding value stocks more attractive than their growth counterparts. This was one of the findings of a recent WealthManagement.com and FUSE Research Network survey of 915 advisors and financial professionals about their product usage.
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.