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Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.
October 31 -
Nearly half of advisors are considering adding this service, according to the Financial Planning's October Financial Advisor Confidence Outlook.
October 27 -
As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.
October 17 -
In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.
October 7 -
For clients holding crypto, about half have experienced notable losses. But 70% have experienced notable gains, the latest Financial Advisor Confidence Outlook found.
September 24 -
Financial Planning's September Financial Advisor Confidence Outlook found that equities are growing hotter and cash is cooling off in client portfolios.
September 22 -
Respondents in this month's Financial Advisor Confidence Outlook cheered the prospect of a Fed rate cut, but they didn't feel good about much else.
September 19 -
Volatility, concerns over security and custody, and a lack of clear regulatory framework are the key barriers to adoption, according to Financial Planning's August Financial Advisor Confidence Outlook survey.
August 20 -
The so-called "Magnificent Seven" are doing well, but experts say that doesn't tell the story of the overall economy, which is struggling under the surface.
August 18 -
Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.
July 10









