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Vanguard Survey Finds Advisors Still Short on Client Time
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Vanguard Survey Finds Advisors Still Short on Client Time
VALLEY FORGE, PA — Financial advisors are adopting artificial intelligence and portfolio-management tools to reduce administrative work, but 72% still want more time for prospecting and strengthening client relationships, according to a national Vanguard survey of 549 U.S. advisors conducted in July. The findings point to a productivity gap between technology adoption and realized capacity. Advisors reported using AI most often for drafting emai…
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