Markets
Advisors Embrace ETFs, but Crypto Gets the Cold Shoulder
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Today, financial advisors are re-evaluating how they build client portfolios as the economic environment evolves.
Following a decade of historically low interest rates, the U.S. economy is now characterized by higher interest rates, driven by inflationary pressures. This has been met with stronger bond returns and a more cautious view on stocks as companies face steeper borrowing costs.
This graphic shows the top investments used by advisors, based on a 2023 Journal of Financial Planning survey.
See the full article at advisor.visualcapitalist.com
Dataset
Investment Type | 2023 | 2019 |
---|---|---|
Exchange-Traded Funds (ETFs) | 90% | 88% |
Cash and Equivalents | 76% | 80% |
Mutual Funds* | 64% | 70% |
Individual Stocks | 51% | 54% |
Individual Bonds | 47% | 42% |
ESG Funds | 35% | 26% |
Separately Managed Accounts | 33% | 26% |
Fixed Annuities | 31% | 23% |
Variable Annuities | 30% | 26% |
Mutual Fund Wrap Programs | 27% | 32% |
Fixed Permanent Life Insurance Products | 26% | 24% |
Private Equity Funds | 23% | 12% |
Variable Permanent Life Insurance | 23% | 14% |
Indexed Annuities | 22% | 15% |
Structured Products | 21% | 11% |
Other Alternative Investments | 17% | 13% |
Individually Traded REITs | 17% | 20% |
Non-Traded REITs | 17% | 13% |
Options | 12% | 9% |
Hedge Funds | 11% | 8% |
Precious Metals | 8% | 5% |
Other | 4% | 4% |
Cryptocurrencies | 3% | 0% |
Data sources
Percentage numbers are rounded.
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