Some of the changes in investing patterns by advisors in the wake of the financial crisis are beginning to shift back from moves to safety that arose out of the Great Recession.

That's according to the 2018 Trends in Investing Survey, conducted by the Journal of Financial Planning and the FPA Research and Practice Institute, which finds that some trends that emerged in the wake of the 2007–2008 financial crisis have, since 2010, solidified—while others have backed off.

While the financial crisis drove advisors into "safety" moves, the report says, with 2010 being the pivotal year, not all those moves have been sustained. And since eventually the pendulum tends to swing in the other direction, portfolio moves include some returns to products and patterns that predated the Great Recession.

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 events
  • Access to other award-winning ALM websites including and

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

Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.