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Stocks, Bonds, ETFs, Cash Or Crypto? Which Do Financial Planners Prefer?

A new survey of financial planners revealed which assets they recommend most to their clients — and how those recommendations have shifted over time.

The 2024 Trends in Investing Survey conducted by the Journal of Financial Planning and the Financial Planning Association (FPA) showed that exchange-traded funds (ETFs) continue to be the investment vehicle that is most recommended and used by clients.

Click here to see the results.

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