Banco Popular de Puerto Rico

Financial planners are looking for better valuations in developed economies overseas.

Advisors are backing off equities and bonds, as volatility and the Greek crisis have some clients 'spooked.'

Advisors reported that client allocations changed little in July, but worries about economic troubles were mushrooming, according to a recent survey.

Clients, however, have been unnerved by the market's recent ups and downs.

Advisors see buying opportunities, but recent volatility has left clients hesitant to up allocations.

Advisors have been easing off on stocks as clients express a long list of concerns about global markets.

Seeing "great bargains," advisors have been upping client allocations to equities.

Advisors say long-term optimism remains, even though clients' risk tolerance is down.

With clients worried, many advisors say they’ve recently pulled back on bonds and refrained from upping equity allocations, according to our new study.

But they still prefer U.S. over global assets, according to advisors.