Federated Hermes survey: Top business concern for advisors is making better use of AI/technology to reach more clients

Federated Hermes survey: Top business concern for advisors is making better use of AI/technology to reach more clients PR Newswire

* Advisors concerned aging client base hinders practice growth opportunities * ETFs overtake mutual funds in client portfolio assets for first time PITTSBURGH, Sept. 22, 2026 /PRNewswire/ -- Federated Hermes today announced the results of its 2026 RIA and Independent Advisor Survey, now in its sixth year, revealing how independent advisors are navigating business growth, technology adoption and investment trends in an evolving market environment. The research surveyed 300 financial advisors across the U.S., each with oversight of at least $25 million in client assets under management.