The Wells Fargo/Gallup Investor and Retirement Optimism Index fell 10 points in the third quarter to +33, down from +43 recorded in May.
Among retired investors, third quarter optimism has fallen 18 points since May to +14, but optimism among non-retired investors has waned only slightly in the third quarter, falling five points since May to +40.
Answers related to questions about the stock market and inflation showed the greatest decline in optimism and contributed to the overall Index dip.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
