Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Forty-five percent of advisors plan to increase their allocations to ETFs, and nearly a third expect to boost allocations to passive investment products as a result of the DOL rule, Cerulli research shows.
Investors like them because they’re more transparent, less risky and don’t lock up clients’ money for long periods. In most cases, they’re also cheaper.