Which FAs Prefer MFs and SMAs For Active Strats?

ETFs are the top active investment product structure choice for one generation of FAs, while another generation prefers mutual funds and SMAs, according to new research from a consulting firm that supports asset managers. The FUSE Research Network team revealed that, per their FUSE Advisor Top Trends for 2023 survey data from April, “there is a clear correlation between an advisor’s age and their active/passive strategy preferences for ETFs, mutual funds, and separate accounts.”

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Article published on August 9, 2023