Retirement Advisor Confidence Index

Sponsored by: ADP

Welcome to Financial Planning's Retirement Advisor Confidence Index. The RACI, published in partnership with ADP, is created by the editors of Financial Planning and is based on a monthly survey of more than 300 advisors.

The index is composed of 10 factors — including asset allocations, investment product recommendations, economic and risk factors, taxes and planning fees — to track trends in wealth management business cycles.

RACI readings of less than 50 indicate declines, while readings of more than 50 indicate expansion.


Previous Retirement Advisor Confidence Indexes
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