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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-investing
Financial-planning-association
Investing-survey
Financial-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-investing
Global-reporting-initiative
United-nations-development-programme
Global-impact-investing-network
United-nations-sustainable-development-goals
Impact-management-project
Total-impact-measurement
Management-framework
Investing-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-filbeck
Trends-in-investing
Financial-planning-association
Planning-association
Alternative-investment-analyst
Alternative-investments
Investing-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-mahoney
Aaron-filbeck
Investment-analyst-association
Financial-planning-association
Trends-in-investing
Investing-survey
Alternative-investments

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