RIAs’ Market Optimism Ticks Up: Survey

News January 17, 2025 at 05:36 PM
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What You Need To Know

  • Forty percent of advisors surveyed expected inflation to be at least 3% in the next 12 months.
  • Almost half still believe that there is a moderate or high likelihood of a recession within the year.
  • Nearly two-thirds of RIAs said they would increase their use of tax-preferred investments to help protect client assets.
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