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President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.
April 28 -
Unpredictable policy outcomes and market volatility have led this month's Financial Advisor Confidence Outlook deep into the red.
April 9 -
Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio strategy based on the client's gender.
March 26 -
The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.
March 11 -
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 -
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