2022 Trends in Investing

In this year's Trends in Investing survey, we took the opportunity to ask planners how they're utilizing ESG funds and strategies for their clients.
June 2022 Journal of Financial Planning Trends in Investing

2022 Trends in Investing Cover Story

Industry experts share their thoughts on what's driving investment trends in 2022.
Click here to read the cover story

2022 Trends in Investing Report

FPA surveyed hundreds of financial planners to learn how they're investing for their clients. Find out what they had to say.
Click here to download the report
person holding glass orb reflecting the horizon

The Investments of the Future Focus on Impact

Younger planners are increasingly conscious about the impacts of their investments. Providing ESG guidance will not only align with their values, but it will set you up for the future.
Click here
couple meeting with young advisor

How to Have the ESG Conversation

Angela Parker explains who's using ESG funds and what they're looking for in this April 2021 article.
Read the Article
three kayaks on clear water to signify three sustainable investing issues

Financial Planners’ Top Three ESG Issues for 2022

Keeping abreast of ever-changing ESG issues is a constant challenge for financial planners. Veriti's Dennis Hammond takes on three top-of-mind concerns in this February article.
Read the Article

The Time for ESG Investing Is Now

JFP columnist Ryann Marotta examines why consumer demand for ESG investments is growing.
Read the Article
A person's hand writing

ESG Investing: Theory, Evidence, and Fiduciary Principles

Max Schanzenbach and Robert Sitkoff provide guidance about when and how ESG investing by trustees and investment fiduciaries is permissible.
Read the Article
dollar bills planted in a garden to illustrate proactive solutions to sustainability challenges

Sustainable Investing and How to “Do Better”

Hannah Moore, CFP®, talks to Sonya Dreizler about what sustainable investing means for this episode of You're a Financial Planner...Now What?
Listen to the Podcast