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Advisors Report Higher Fees & Risk Appetite

As equity markets rebounded, planners report higher fees and far greater risk appetite.

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Global Worries Weigh on Advisors

Planners back away from equities as concerns grow about international problems.

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Advisors Fear Markets, but Cheer Own Gains

The equity markets have been strong this year and so has the planning business, but advisor confidence is slipping.

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As Activity Slows, Advisor Optimism Slips

A big drop off in retirement activity after tax season pulls the index downward.

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Advisor Fees Rise as Confidence Gains

A flurry of tax and retirement planning activity boosts fees and confidence.

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Market Uncertainty Keeps Advisors Off Balance

Retirement activity increases, but market uncertainty leaves indicator unchanged.

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Advisors Return to Equities as Risk Tolerance Rises

Advisors buoyed by retirement activity, rising risk tolerance.

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Client Risk Tolerance Slides

Advisor sentiment falls as both planners and clients fret over investment outlook.

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Planners Report Higher Fees, Retirement Activity Spike

The confidence index jumps as planners report higher fees, more contributions to retirement plans.

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Risk Tolerance Jumps, But Advisors Stand Pat

Advisor confidence was essentially flat in December, as advisors reported greater risk tolerance but stayed the course on allocations.

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