11 ways advisers are using ETFs and mutual funds
A Charles Schwab Investment Management study of investment trends among financial advisers shows a growing preference for the ease of packaged portfolios such as exchange-traded funds and mutual funds, with ETFs gaining ground.
The report, “At the Core: Advisor Views on Investment Trends,” was based on a survey conducted in August of 381 independent investment advisers with at least $50 million in assets under management.