Data modeling

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.

The advisor confidence index gets lifted by a big shift away from cash and toward stocks.

Markets, global and industry pressures send confidence index to an almost 2-year low.

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

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

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

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

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

Retirement activity increases, but market uncertainty leaves indicator unchanged.

Advisors buoyed by retirement activity, rising risk tolerance.

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