--- title: 2024 Asset Allocation Study description: 2024 Asset Allocation White Paper | As rate hikes started, real GDP shrank, signaling a possible recession. Read more to find out how advisors dealt with a changing market. --- [![Untitled (600 × 200 px) (2)](https://engage.advyzon.com/hs-fs/hubfs/Untitled%20(600%20%C3%97%20200%20px)%20(2).png?width=900&height=300&name=Untitled%20(600%20%C3%97%20200%20px)%20(2).png "Untitled (600 × 200 px) (2)")](http://advyzon.com?hsLang=en) ## 2024 ASSET ALLOCATION STUDY # WHAT'S GOING ON WITH ASSETS? ## Asset Allocation into 2024   In 2023, investments bounced back despite ongoing rate hikes, and at the close of the year, most people—investors and experts alike—expected rate cuts in 2024. The economy is growing less than expected, inflation is proving itself to be stickier than anticipated, and the jobs market—while strong—may be showing signs of weakness based on the May jobs report. In our third annual rendition of this study, we pulled data from over 1,500 firms that use Advyzon to see how advisors allocated assets. In the full report, you'll find out about:  - How each of the main security types performed - What the top holdings of 2023 were - What trends industry experts are watching over the next year  Interested about what this all means for 2024 and beyond? Download the full white paper to get the full scope! ### About Us [Advyzon](http://www.advyzon.com/?utm_campaign=Welcome%20New%20RIA&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_NyhqKhxZtcjMIVasmRdQ3bj1WIqbCeRJZAZSI-kPYG2kadTMt2ZNtWq2pmBhRWjzQAN9X&hsLang=en) is a comprehensive platform with multiple tools to help RIAs run and scale their firms. We provide eight completely customizable capabilities with powerful business intelligence including: performance reporting, flexible billing, robust client relationship management (CRM), trading & rebalancing, client portal and mobile app, secure and compliant document storage, investment management (TAMP), and seamless prospecting. Do this all in a single, integrated platform.    [Learn More](http://www.advyzon.com?hsLang=en) ### Links - [About Us](https://www.advyzon.com/about) - [Features](https://www.advyzon.com/features) - [Integrations](https://www.advyzon.com/integrations) - [New RIAs and Breakaways](https://www.advyzon.com/about-breakawayfirms) - [Advisor Testimonials](https://www.advyzon.com/testimonials) - [Viewpoints](https://www.advyzon.com/viewpoints) - [News](https://engage.advyzon.com/advyzon.com/news) - [Contact Us](https://www.advyzon.com/contact) ### Contact Us 844-340-1898 [sales@advyzon.com](mailto:sales@advyzon.com) 4300 Commerce Ct, Suite 260 Lisle, IL 60532 Copyright 2026 | Designed with by [HubSpot](https://www.hubspot.com)