2024 Trends in Investing Survey

Welcome!

This survey asks about your use or recommendation of various investment products. Survey results will be reported in the June 2024 issue of the Journal of Financial Planning and as a research report from the Financial Planning Association. Please allow about 10 minutes to complete this survey.

Question Title

* 1. Which of the following best describes how you/your financial planning practice handles investment recommendations or portfolio management for most of your clients (Select all that apply)

I/my practice offers investment advice/recommendations but does not implement.

I/my practice implements investment recommendations on a non-discretionary basis.

I/my practice manages ongoing investments on a discretionary basis.

None of the above