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Investment Trend Monitor - Financial Product Usage

Advisors appear divided on the outlook for domestic equities. Many plan to add domestic stocks to clients’ portfolios over the next 12 months, while others expect to reduce their clients’ holdings of the asset class. In this environment, advisors appear to be finding value stocks more attractive than their growth counterparts. This was one of the findings of a recent WealthManagement.com and FUSE Research Network survey of 915 advisors and financial professionals about their product usage.

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After years of growth outperforming value, advisors are starting to shift client assets toward value

March 8, 2017

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Advisors appear divided on the outlook for domestic equities. Many plan to add domestic stocks to clients’ portfolios over the next 12 months, while others expect to reduce their clients’ holdings of the asset class. In this environment, advisors appear to be finding value stocks more attractive than their growth counterparts. This was one of the findings of a recent WealthManagement.com and FUSE Research Network survey of 915 advisors and financial professionals about their product usage.