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.

Index Clients are feeling positive — for now

An improved economic outlook and stock gains encouraged clients to go “back to investing and stick with their plans,” according to the latest Retirement Advisor Confidence Index.

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Client confidence soars as stock market finds footing

Advisors point to recency bias as investor worries recede and retirement contributions flow, according to the latest Retirement Advisor Confidence Index.

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Investors take stock — lots of stock

Clients strap in for a bumpy ride by buying equities as their planners’ strategies kick in, according to the latest Retirement Advisor Confidence Index.

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Risk tolerance crumbles as economic angst grows

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

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Tech Survey

Tech Survey: Advisors’ top picks for tools, software and more

From CRMs to robo advisors, planners share what's in their toolkit.

By Harry Terris

December 3
Tech Survey

Tech Survey: How advisors restock toolkits amid fintech's 'Wild West'

Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.

By Harry Terris

December 3
Client appetite for risk falters amid stock volatility

Advisors report shrinking confidence is pushing clients toward safer portfolios as advisory fees retreat along with AUM.

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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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Client risk tolerance sinks amid fresh swings in stocks

.Advisors coach clients to exercise discipline while contributions to retirement plans remain healthy.

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Client confidence swings higher on economic strength

The outlook for wealth managers improves as investment flows strengthen further, advisors say, although some concerns persist.

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