Data modeling

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.

As the Department of Labor’s fiduciary rule takes effect, some planners express fear that fees may drop and compliance costs may rise.

Advisers see better business conditions, even though fees are an area of concern for some.

Investors pulled back in March amid political uncertainty and seasonal growth in retirement products, advisers said.

Questions about the fiduciary rule and concerns about the longevity of the 'Trump rally' left advisers feeling slightly less confident than clients.

The political climate around the new president and the fiduciary rule have prompted greater caution, advisers say.

Risk appetites have risen, but some worries are coming to the forefront, particularly around rising interest rates and health care costs, advisers say.

As the political landscape shifts, planners report a significant boost in clients’ risk tolerance and contributions to retirement plans.

Advisers reported a significant drop in perceived client risk tolerance in this month's Retirement Adviser Confidence Index.

Advisers grappled with clients' political concerns, as well as their own jitters about the fiduciary rule.

Regulatory changes have advisers worried, just as client risk tolerance begins to rise again.