Resources

Senior advisors say they've discovered they can be the best recruiters for landing a younger partner, and one who might one day inherit their business.

A seasonal drop in retirement planning combined with a decline in client risk appetite.

Confidence remains flat despite slight boosts in retirement contributions and risk appetite.

Investors boosted retirement portfolios, but sought more conservative allocations.

The confidence index gets buoyed by a sharp jump in clients' perceived risk appetite and an increase in planning fees.

Mixed signals: The confidence index creeps up as advisor fees decline but allocations back away from cash.

Retirement Advisor Confidence Index: Clients felt a drop in risk appetite, but at least they increased their retirement contributions.

Confidence index gets lifted by advisor fees and client optimism.

The advisor confidence index gets lifted by a big shift away from cash and toward stocks.

Markets, global and industry pressures send confidence index to an almost 2-year low.