Atlanta - Non-wrap mutual funds were cited as the most widely used investment product, both in terms of the number of practitioners using mutual funds and the percent of client assets allocated to funds, according to a report by the Financial Planning Association and Financial Research Corp.

Of 603 firms surveyed, 92 percent use mutual funds and, on average, hold 46 percent of client assets in them, according to the report, “Understanding the Delivery of Advice and Financial Planning Services.”

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access