More than 80 percent of investment advisors are currently using tactical and alternative investments or said they would likely recommend them to clients in 2013, according to a survey by Capital Management Group, an SEC-registered investment advisor in King of Prussia, Pa.

The survey, which was conducted at the annual Financial Planning Association Experience 2012 Conference in San Antonio, also showed that fewer than one-quarter of advisors still use the traditional 60-40 stock/bond allocation.

"The returns of many traditional investments and strategies have been volatile and disappointing for most investors," said CMG Managing Director and Head of Distribution Michael Sciortino, Sr. "This survey shows that the advisor community is overwhelmingly embracing tactical strategies to provide investors with a smoother, steadier investment experience."

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.