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Federated Hermes survey: Top business concern for advisors is making better use of AI/technology to reach more clients
Source: PR Newswire
Investor Sentiment & PositioningMarket Technicals & FlowsCompany Fundamentals
Federated Hermes' 2026 RIA and Independent Advisor Survey found that advisors are concerned an aging client base could constrain practice-growth opportunities. The survey also reported that ETFs surpassed mutual funds in client portfolio assets for the first time, highlighting an ongoing shift in advisor-managed investment allocations.
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