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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.

Trends in investingFinancial planning associationInvesting surveyFinancial planning

ESG lays the groundwork, impact investing extends the boundaries

Understanding the differences between ESG investing and impact investing is increasingly important, say Diana Ribeiro Duarte, Pedro Capitão Barbosa, and Sofia Araújo Matias of Morais Leitão, Galvão Teles, Soares da Silva & Associados

Impact investingGlobal reporting initiativeUnited nations development programmeGlobal impact investing networkUnited nations sustainable development goalsImpact management projectTotal impact measurementManagement frameworkInvesting survey

Financial Planning Association partners with alts education platform: Wealthtech Weekly

Financial Planning Association partners with alts education platform: Wealthtech Weekly
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Aaron filbeckTrends in investingFinancial planning associationPlanning associationAlternative investment analystAlternative investmentsInvesting survey

FPA rolls out welcome mat for alternative investments

The FPA has partnered with the Chartered Alternative Investment Analyst Association to provide educational programs related to alternatives.

Patrick mahoneyAaron filbeckInvestment analyst associationFinancial planning associationTrends in investingInvesting surveyAlternative investments

CAIA and FPA partner to stay ahead of latest trends in alternative investments

UniFi by CAIA™ was built to meet the needs of client- and adviser-facing professionals in asset and wealth management

Patrickd mahoneyAaron filbeckTrends in investingFinancial planning associationOpalesque industry updateChartered alternative investment analystAlternative investmentsManaging directorInvesting surveyAlternative investmentsInancial planning professionalsEducational materials

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