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Survey reveals financial professionals still favor proven investment vehicles over newer, trending options
Other - JUNE 8, 2023

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Survey reveals financial professionals still favor proven investment vehicles over newer, trending options

by Andrea Zander

Since the start of the COVID-19 pandemic, traditional investment vehicles have been challenged by trending investment opportunities that have burst onto the marketplace. But despite these opportunities, financial advisers seem to maintain a strong preference for those investment vehicles that have stood the test of time, according to the 2023 Trends in Investing Survey, conducted by the Journal of Financial Planning and the

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