Federated Hermes' 2026 survey of 300 U.S. independent financial advisors reveals ETFs now hold a larger share of client portfolios than mutual funds for the first time, with 29% versus 26%. Advisors increasingly see artificial intelligence as a tool to enhance efficiency and client engagement, with 56% viewing AI as an opportunity. However, many advisors, especially those over 60, are concerned about their aging client base and the difficulty of attracting younger clients. Looking ahead, 64% of advisors plan to increase ETF allocations, while interest in alternative investments is growing but remains modest. These trends highlight shifts in investment preferences and the need for advisors to adapt to demographic and technological changes.
The Federated Hermes survey on financial advisors' top concerns offers context on the financial sector's market activity. For readers following this sector, here is Pluang's market snapshot as of Sep 22, 2026 19:42 WIB: Of 83 priced Financials-sector US stocks tradable on Pluang, 53 rose and 24 fell today. Notable movers include UPST at USD 26.23 with a 1-day change of +2.54% and 100% buy order activity, AFRM at USD 72.54 with +2.10%, and GEMI at USD 6.11 with +2.00%.
THOR Industries reported Q4 earnings with an EPS of $0.78, missing analyst estimates and showing a 66.9% drop from last year. Despite this, the company beat revenue expectations with $2.31 billion, though revenue declined 8.4% year-over-year due to w...
Cracker Barrel Old Country Store is set to report its Q3 2026 earnings on September 23, with analysts predicting a significant decline. Earnings per share are expected to fall to $0.17 from $0.74 last year, and revenue is forecasted around $834.57 mi...
Abivax received positive pre-NDA feedback from the U.S. FDA for its drug Obefazimod, marking a key step in its development. Despite a recent price target cut by Wedbush to $118, analysts maintain a "Moderate Buy" consensus with an average target of $...
HSBC and Wells Fargo have downgraded Netflix stock due to declining subscriber engagement and an 8% drop in viewership time. Despite a recent 2.19% stock gain, Netflix shares have fallen over 40% in the past year amid strong competition and weaker or...
A director at FormFactor sold 2,100 shares, indicating a notable insider transaction. Such sales can reflect personal financial decisions or strategic portfolio adjustments by company insiders. Investors often watch these moves for potential signals ...
