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Financial Planning December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
Financial Planning February 1, 2013	Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.
Financial Planning September 1, 2012	Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity
Financial Planning March 1, 2013	Retirement Advisor Confidence Index: Optimism Grows After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
Financial Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
Financial Planning September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
Financial Planning July 1, 2013	Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
Financial Planning September 1, 2013	Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Financial Planning October 1, 2013	Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
Financial Planning July 1, 2009 Donna Mitchell	A Brighter Outlook Advisors' confidence in the economy and the stock market improved in May, to a reading of 100.48 -- up nearly seven points from 93.59 in April.
Financial Planning January 1, 2012 Charles Farrell	Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon.
Financial Planning November 1, 2008 Robert Hoyt	The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be?
Registered Rep. November 3, 2010 Diana Britton	Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance.
Registered Rep. January 27, 2011 Charles Paikert	Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Registered Rep. September 18, 2014 Megan Leonhardt	Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing.
Investment Advisor March 2008	Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus.
Investment Advisor April 2008	Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus.
Investment Advisor November 2007	Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus
Investment Advisor February 2008	Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus.
Investment Advisor September 2008	Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel.
Investment Advisor May 2008	Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus
On Wall Street September 1, 2008 Jack Sharry	When You Say "Tomato," Do Clients Hear "To-Mah-to"? Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good. What should you do about this situation?
The Motley Fool October 28, 2009 Morgan Housel	So Much for Confidence After rebounding sharply, overall consumer confidence is back in decline.
Investment Advisor July 2008	Asset Allocation, July 2008 Monthly recommendations from IA's asset allocation panel
Investment Advisor June 2008	Asset Allocation, June 2008 Monthly recommendations from this publication's asset allocation panel.
Investment Advisor August 2008	Asset Allocation, August 2008 Monthly recommendations from this publication's asset allocation panel.
Financial Planning September 1, 2010 Marion Asnes	Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway?
The Motley Fool May 27, 2009 Morgan Housel	Confidence Is Back After bottoming out in February, consumer confidence is now the highest it has been since the financial tsunami began last September.
Registered Rep. July 19, 2011 Diana Britton	Wells Fargo's Wealth Management Earnings, Headcount Dip but Cross Selling Improves Wells Fargo's wealth, brokerage and retirement business posted slightly lower second-quarter earnings.
Investment Advisor May 2008 James J. Green	How's It Playing in Peoria? Several recent measures of advisor and client sentiments portray a significant lack of confidence in both the current state and the near-term outlook for the markets and the economy.
The Motley Fool January 4, 2006 Tim Hanson	10 Years to Change Your Life Go from zero to $80,000 by shifting a few financial gears. Here are some retirement options.
The Motley Fool March 10, 2009 Dan Caplinger	Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you?
Investment Advisor September 2009 Neal Ringquist	Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing.
Investment Advisor July 2006	Asset Allocation The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... Behind the Numbers... etc.
Wall Street & Technology June 2, 2009 Melanie Rodier	China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report.
Investment Advisor September 2007	Asset Allocation, September 2007 The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.
Investment Advisor December 2007	Asset Allocation, December 2007 The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.
Investment Advisor January 2008	Asset Allocation, January 2008 The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.
Investment Advisor July 2007	Asset Allocation, July 2007 The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.
Investment Advisor June 2007	Asset Allocation, June 2007 The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.
Investment Advisor May 2006	Asset Allocation The monthly recommendations from the IA asset allocation gurus: Economic and financial market forecast... Recommended allocations for a balanced portfolio... etc.
Investment Advisor January 2007	Asset Allocation The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... etc.
Investment Advisor March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
On Wall Street June 1, 2010 Gerri Leder	In The World Of Managed Money, Advisors Still Add Value Here's what advisors must do now to sharpen their edge.