Resources

New Financial Wellness Report highlights consumer anxiety as immediate expenses and cash accumulation take priority over retirement planning and large expenditures.

According to a recent survey by Arizent Research/Financial Planning, advisors report that their business clients’ revenues were down 69%.

The rollout of coronavirus vaccines coupled with a new political environment has given some long-term savers renewed optimism.

"I think there's been a more risk-on approach now with markets rebounding, us getting clarity on politics, and positive COVID vaccine news," an advisor says.

A year of upheavals has taken its toll on clients' appetite for risk, with some advisors hunkering down and avoiding dramatic moves until a coronavirus vaccine is widely available.

They seem to be taking the coronavirus seriously and using it as an occasion to recommit to financial wellness, a Financial Planning survey finds.

Risk tolerance and confidence in equities are down, even as metrics tracking retirement-plan participation have increased, the latest RACI survey finds.

"Most people don't think we're out of the woods yet, but it's improving,” one advisor said.

Concerns about virus fallout and the upcoming presidential election have kept clients’ long-term investing exuberance in check, research shows.

What we learned, why it matters and how we can help