Economic indicators

The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.

Despite the war in Iran and uncertainty over interest rates, the latest Financial Advisor Confidence Outlook shows that advisor sentiment has turned positive for the first time since January.

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

UBS' Americas unit benefited from a swift uptick in client transactions in April, but that activity has since subsided, CEO Sergio Ermotti told analysts.

Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.

An industry consultant thinks Edward Jones' latest bid to start a bank is an attempt to add revenue sources as the traditional brokerage business becomes less lucrative.

A 90-day pause on most reciprocal tariffs sent stocks briefly soaring. Financial advisors say recession and inflation risks still loom large.

The Citi wealth head calls for caution even though the market's "peak shock" may have passed.

Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.

After adding 27 advisors in the past three months, CEO Ronald Kruszewski looks at the "recruiting landscape" and likes what he sees.

Ned Davis Research analysis predicts the Federal Reserve will cut interest rates by 25 basis points at each of the remaining meetings this year, starting in September.

Workers are less satisfied with their job and looking for other opportunities.

The firm continues to see success with encouraging wealth clients to open banking accounts.

The brokerage giant sticks to more conservative approach to retail investing amid increasingly crowded market.

With rate cuts still on the horizon, some advisors wonder if it's time to look for returns beyond high-yield savings and money market accounts.

Financial planners can help clients navigate homeownership and other significant purchases in the wake of the Fed's revised rate-cut projections.