Data modeling

Advisers say they're looking for better buying opportunities.

Low rates, political turmoil causing risk tolerance to plummet.

The end of tax season bolstered client contributions to retirement programs and boosted advisers’ fee business.

Risk-tolerance levels have moved into positive territory for the first time in four months.

When equity markets saw an uptick after a dismal start to the year, clients began contributing to tax-deferred accounts again.

Advisors say clients are overly skittish in reacting to investment market volatility.

Advisors are noticing a significant dip in client’s appetite for risk.

Clients' risk appetite soared to a six-month high in November, even as they slightly lightened their equity loads.

Advisors report that clients, soothed by the October rebound in stocks, are shifting more into equities and away from cash.

After dropping to record depths in August, client confidence rose. Retirement plan contributions also jumped.

Clients’ risk appetite fell substantially, bringing our gauge of business conditions for wealth managers to a record low.

Clients’ appetite for risk rose slightly in August, sending our gauge of business conditions for wealth managers back into positive territory.

Concerns over Greece and China have made clients increasingly hesitant.

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.