Harry Terris

Reporter

Harry Terris is a Financial Planning contributing writer in New York. He is also a contributing writer and former data editor for American Banker. Follow him on Twitter at @harryterris.

Outlook improves for wealth managers

Robust economic performance and business earnings push trade war fears out of the spotlight, advisors say.

Sponsored by ADP Accounting
Trade war jitters cast dark cloud over client sentiment

Business conditions for wealth managers appear to be worsening for the first time since 2016, according to Financial Planning’s Retirement Advisor Confidence Index.

Sponsored by ADP Accounting
Geopolitical fears grind away at client confidence

Geopolitics are weighing on risk tolerance as retirement contributions throttle back after tax season.

Sponsored by ADP Accounting
Clients raise stock allocations as they are 'less concerned with volatility'

Enthusiasm for equities is coming back after a slowdown tied to heavy volatility early in the year.

Sponsored by ADP Accounting
Client risk aversion deepens amid trade war fears

Clients boost retirement contributions, but risk pullback weighs on business conditions for wealth managers.

Sponsored by ADP Accounting
Stock market turbulence drives pullback in client risk tolerance

Return of volatility reverberates in asset allocations, denting wealth management business conditions.

Sponsored by ADP Accounting
Volatility fears cloud favorable business conditions for wealth managers

Risk tolerance growth slows as advisors urge clients to stick to the long view.

Sponsored by ADP Accounting
Rosier client confidence drives heavy inflows into stocks

Equity allocations rise, driven by improving outlook for the economy and the stock market.

Sponsored by ADP Accounting
Clients swept up by stock gains

Risk tolerance strengthens as advisors report clients are hoping to build on gains in their investment portfolios.

Sponsored by ADP Accounting
Artificial intelligence

Power tools: How new tech will upend wealth management

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

By Harry Terris

December 1
Tech Survey results: Top vendors and more

To compete with digital platforms, advisors are utilizing technology that makes them more efficient and delivers deeper insights.To see more insights from our annual survey, please see our interactive graphic: Tech Survey: The forces reshaping wealth management

From the Editors of Financial Planning | Sponsored by Fidelity Investments
Clients split over correction worry and fear of missing gains

Flows into stocks, bonds and cash all increase as divergent bets are placed.

Sponsored by ADP Accounting
Clients build defensive cash positions even as bullishness rises

Advisors say clients are taking profits and hedging, even as their risk tolerance rebounds.

Sponsored by ADP Accounting
Risk tolerance falls as correction fears rise

Index of business conditions for financial advisors slides as investors disclose growing unease about high stock valuations, domestic turmoil and geopolitical crises.

Sponsored by ADP Accounting
Planners urge discipline as clients chase gains

Improvement in business conditions accelerates as bull run overwhelms qualms about valuations.

Sponsored by ADP Accounting
Advisers see equity inflows rise, though pace slows

Business conditions may have improved, but the possibility that markets may be overvalued is raising concerns for wealth managers’ and their clients.

Sponsored by ADP Accounting
Bank channel

Debt Contraction Means Fewer Bankruptcy Filings, Chargeoffs

Credit card chargeoffs have been plunging since the middle of last year, moving against the tide of an anemic jobs environment but supported by slowing bankruptcies.

By Harry Terris

August 19
Bank channel

Some Banks Keep Edge Amid Low Deposit Rates

The Federal Reserve is holding short-term rates near the "zero bound," but some deposit franchises have moved closer to the mark than others.

By Harry Terris

August 11
Bank channel

Ranking Regional Bank Branch Footprints and Franchise Value

An analysis of local deposit share reveals which regional banking companies have the strongest positions across the markets in which they operate.

By Harry Terris

April 14
Bank channel

The Geography of Bank Failures: A Statistical Analysis

Pinpointing the geographic epicenter of the crisis is not a simple task. Viewed one way, California and Florida top the list. Viewed another, Puerto Rico and Nevada rank highest.

By Harry Terris

February 28