The Shift to Alternative Inves
A 2025 survey by the Journal of Financial Planning and the Financial Planning Association, conducted from March 23rd through May 4th, found that financial planners are shifting their investment strategies towards growing alternative investment classes. Why? The More Immediate Reason The shift to alternative investments arguably points to investor concerns over the economy. According to the survey, financial planners who are re-evaluating their clients’ allocation strategies are most conscious of anticipated changes in the economy (69%) and market volatility (63%). Amidst recent economic turmoil, stocks and bonds have both experienced volatility. The first half...



