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Optimism among advisers increases post-election, says Security Benefit survey
Other - JANUARY 17, 2025

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Optimism among advisers increases post-election, says Security Benefit survey

by RELEASED

Registered investment advisers have an improved outlook and increased optimism following the U.S. election, according to the latest RIA Economic Outlook Index from Security Benefit in partnership with Greenwald Research.

The index found that the RIA sentiment surrounding economic conditions from a range of 0 (extremely pessimistic) to 100 (extremely optimistic) rose to 56 after falling to 53 in the third quarter 2024. Though outlooks have improved among advisers, the index is still lower than first quarter 2024 when advisers set a score of 58.

“Optimism around the direction of the markets in 2025 is tempered by the belief that progress on inflation will be muted,” said Mike Reidy, national sales manager, RIA Channel at Security Benefit. “Nearly half still see at least a moderate likelihood of a recession and just over half see continued market volatility throughout the year. With all this in mind, it is important that clients and advisers prepare their portfolios

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