Data modeling

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.

Clients boost retirement contributions, but risk pullback weighs on business conditions for wealth managers.

Return of volatility reverberates in asset allocations, denting wealth management business conditions.

Risk tolerance growth slows as advisors urge clients to stick to the long view.

Equity allocations rise, driven by improving outlook for the economy and the stock market.

Risk tolerance strengthens as advisors report clients are hoping to build on gains in their investment portfolios.

Flows into stocks, bonds and cash all increase as divergent bets are placed.

Advisors say clients are taking profits and hedging, even as their risk tolerance rebounds.

Index of business conditions for financial advisors slides as investors disclose growing unease about high stock valuations, domestic turmoil and geopolitical crises.

Improvement in business conditions accelerates as bull run overwhelms qualms about valuations.

Business conditions may have improved, but the possibility that markets may be overvalued is raising concerns for wealth managers’ and their clients.