3 takeaways on trends in advisor investing.
"Advisors this year, for instance, were asked about their use or recommendation of environmental, social and governance funds. Replies indicate that 26 percent of respondent advisors currently use and/or recommend ESG funds, and 20 percent plan to increase their use/recommendation of them over the next 12 months."
[COMMENTARY]Finally, a significant number of US advisors are using and recommending ESG investments to their clients! (Research cited:2018 Trends in Investing Survey, Journal of Financial Planning and the FPA Research and Practice Institute.)
3 takeaways on trends in advisor investing, by Marlene Satter, July 16, 2018, Benefits Pro, USA.