How advice is changing

How advice is changing
ETF and ESG are some of the most popular letters around. Let's take a closer look at the data.
JUL 21, 2018
By  Ellie Zhu
Adviser use of exchange-traded funds continues to rise, as does their interest in investments that take environmental, social and governance factors into consideration. Various surveys over the last couple decades bear out this trend.
Two decades 
of ESG growth
Investment funds that incorporate ESG factors
Source: U.S. SIF Foundation's “U.S. Sustainable, Responsbile and Impact Investing Trends,” 2016 report.
Investments 
advisers 
use with 
clients 
in 2018
Advisers plan to boost use 
of these investments
ETF usage has climbed since 2008
Source: 2018 Trends in Investing Survey of 265 advisers by the FPA Research and Practice Institute and the Journal of Financial Planning, conducted April and May 2018.
Client interest in ESG picking up
35%
of advisers take ESG into consideration while building client portfolios
32%
of advisers report a net increase in clients' interest in ESG investing in last year
Source: InvestmentNews Research's 2017 survey of 450 financial advisers about ESG investing.
NEXT UP IN THE INNOVATORS IN INVESTING SERIES: Technology integration: The ABC's of assembling the perfect technology dashboard

Latest News

Mercer Advisors lands third-biggest deal to date with Full Sail Capital
Mercer Advisors lands third-biggest deal to date with Full Sail Capital

With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.

Fintech bytes: FP Alpha rolls out estate insights feature
Fintech bytes: FP Alpha rolls out estate insights feature

Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.

Morgan Stanley, Atria job cut details emerge
Morgan Stanley, Atria job cut details emerge

Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.

Envestnet taps Atria alum Sean Meighan to sharpen RIA focus
Envestnet taps Atria alum Sean Meighan to sharpen RIA focus

The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.

LPL, Evercore welcome West Coast breakaways
LPL, Evercore welcome West Coast breakaways

The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.