MOST VIEWED FUNDS FROM LAST WEEK
- Short Duration Income Fund
- Equity Income Fund
- Short Duration Bond Fund
- Growth Opportunities Fund
- Dynamic Asset Allocation Growth Fund
86% of advisors say that social media helped them gain new clients
Headlines you need to know this week — December 11, 2018
More ESG-focused indexes to launch in 2019 Some well-referenced benchmarks, including Russell 1000, Russell 2000, and Russell 3000 indexes, will have new “sustainable versions” beginning in 2019. The indexes will be produced by FTSE Russell and Sustainalytics, a research firm focused on sustainable investing. The indexes will include risk ratings calculated by Sustainalytics, based on a company’s focus on environmental, social, and governance issues.
Mobile apps likely to transform advice business Mobile technology will be the top game changer in the financial advice industry according to a recent Financial Planning survey. A full 40% of the 307 advisors surveyed noted that mobile apps were most likely to transform wealth management. Another 39% of respondents cited behavioral finance software as a disrupter. Respondents were less optimistic about robo advice, with only 27.5% of advisors citing it as transformative, compared with 37% in last year’s survey.
Investors who work with advisors are more confident A recent survey found that 87% of investors with a financial plan had a high level of confidence about their finances and 75% reported a positive outlook for their financial future. Respondents noted they felt confident by planning early, taking a long-term view on investing, and meeting often with a financial advisor. Still, the survey noted that only 55% had a formal financial plan.
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