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Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.
February 24 -
Advisors reported that the speed with which President Trump seeks to remake Washington in the first few weeks of his second term also had clients on edge.
February 18 -
The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.
January 27 -
Lack of freedom and limited investment choices may be driving advisors at broker-dealers to leave their firms this year.
January 23 -
The most precipitous drop of any category was in asset allocation, as advisors signaled they would be less aggressive with investments in the new year.
January 9 -
"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.
December 4 -
At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.
November 5 -
Despite the increase in overall confidence, election anxiety has remained a potent force for financial advisors and clients.
October 31 -
A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.
October 29 -
A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.
October 9 -
The prospect of lower interest rates from the Federal Reserve helped buoy outlooks.
September 25 -
With the increasing use of artificial intelligence-powered tools across the industry, experts remain confident that the technology could usurp human professionals, but isn't quite there yet.
September 13 -
However, financial advisors have been trying to ease client fears by taking a longer view.
August 21 -
As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.
June 26

















