Risk tolerance

Clients feel bullish despite ongoing pandemic and election season

"Most people don't think we're out of the woods yet, but it's improving,” one advisor said.

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Clients’ risk tolerance doubles as stocks climb

Still, advisors say they worry about overconfidence and are counseling a more cautious approach in planning for retirement.

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Retirement scan

Why a personal matching program is a better gift than an inheritance

Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.

By Paola Peralta

December 12
Advisors counsel caution as client confidence, risk tolerance surges

Retirement investors are “optimistic” or “complacent,” depending on which planner you talk to. Either way, they’re in a buying vein.

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Retirement confidence rebounds among 'cautiously optimistic' clients

Investors are feeling better about their overall retirement picture despite lingering worries about geopolitical uncertainty.

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Retirement confidence rebounds though fears of recession persist

Key metrics including risk tolerance have ticked back up, but advisors say clients are fretting about global market uncertainties.

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Portfolio management

Advisors asking: Is now the time to buy high-yield bonds?

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

By Joseph Lisanti

September 26
Retirement scan

Strategies for managing a changing risk tolerance

To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.

By Paola Peralta

September 10
Retirement confidence sags amid fears of looming recession

Skittish investors are getting spooked by rising uncertainty, pulling back from equities and bonds, advisors say.

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Clients’ retirement confidence tumbles to low for year

Worries about global instability and potential recession caused investors to slow their purchases of equities and debt-based securities.

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Retirement spending, confidence rebound even as global concerns loom

“Better market, more aggressive,” one planner says. Still, others say their clients are putting more money into cash as they anticipate a market correction.

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Top Program Manager: Pivotal moment in his career offered a life lesson

Gary Collier of Pinnacle Bank repeats as our No. 1 manager. Read about his most important task and how he approaches it.

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Wealth Think How market volatility brought me new clients

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

March 26

Eric M. Aanes
Portfolio management

Kitces: Your risk tolerance approach needs an update

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

By Michael Kitces

March 25
Risk tolerance crumbles as economic angst grows

“Shell-shocked” clients seek safety and review exposure with wealth managers.

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Retirement scan

Is your client really ready to retire?

Seniors should not only have a financial plan in place, but activities to keep them preoccupied.

By Jessica Mathews

December 13
Retirement contributions holding up despite volatility

Even as stock market swings have unsettled clients, they are investing more, not less. At the same time, a recent retreat in stock prices has dinged revenue for advisors.

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Outlook improves for wealth managers

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

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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.

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Fund performance

BofA closer to buy signal after largest fund outflows since 2016

Investors yanked $7.7 billion from emerging-market equity and investment-grade credit funds due to trade tensions and tightening monetary policies.

By Natasha Doff

June 22

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