The Crossmark CIO and thought leader released his annual list of 10 financial predictions for the new year.
The change aids the firm's growth plans for itself and its independent advisors, Realta said.
Researchers also said confusion persists about what exactly constitutes an ESG fund.
Inflation and climate-related disasters are also among their top worries, according to a company survey.
The apparent end of Fed rate hikes and lower inflation mean investors can return to fundamentals, they said.
PGIM now offers 14 actively managed ETFs.
Brian Dowhower will be responsible for planning for UHNW, HNW and affluent clients.
The firm offers loans to businesses that are initiating positive changes in the community.
The financial industry is failing to increase the representation of women advisors, the firm said.
Much depends on the Fed's reactions to economic changes, according to the company's market outlook report.