Data modeling

Investors are feeling better about their overall retirement picture despite lingering worries about geopolitical uncertainty.

Key metrics including risk tolerance have ticked back up, but advisors say clients are fretting about global market uncertainties.

Skittish investors are getting spooked by rising uncertainty, pulling back from equities and bonds, advisors say.

Worries about global instability and potential recession caused investors to slow their purchases of equities and debt-based securities.

“Better market, more aggressive,” one planner says. Still, others say their clients are putting more money into cash as they anticipate a market correction.

Volatility and uncertainty over trade wars have battered investor confidence.

Robust market conditions helped overcome short-term jitters, say retirement planners, but worries linger about a possible correction on the horizon.

An improved economic outlook and stock gains encouraged clients to go “back to investing and stick with their plans,” according to the latest Retirement Advisor Confidence Index.

Advisors point to recency bias as investor worries recede and retirement contributions flow, according to the latest Retirement Advisor Confidence Index.

Clients strap in for a bumpy ride by buying equities as their planners’ strategies kick in, according to the latest Retirement Advisor Confidence Index.

“Shell-shocked” clients seek safety and review exposure with wealth managers.

Advisors report shrinking confidence is pushing clients toward safer portfolios as advisory fees retreat along with AUM.

Even as stock market swings have unsettled clients, they are investing more, not less. At the same time, a recent retreat in stock prices has dinged revenue for advisors.

.Advisors coach clients to exercise discipline while contributions to retirement plans remain healthy.

The outlook for wealth managers improves as investment flows strengthen further, advisors say, although some concerns persist.

Robust economic performance and business earnings push trade war fears out of the spotlight, advisors say.

Business conditions for wealth managers appear to be worsening for the first time since 2016, according to Financial Planning’s Retirement Advisor Confidence Index.

Geopolitics are weighing on risk tolerance as retirement contributions throttle back after tax season.

Enthusiasm for equities is coming back after a slowdown tied to heavy volatility early in the year.