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Retirement Income 2: Advisors
Brightwork Partners, March 2009, Pages: 396
How are retail financial advisors adapting to the emerging industry focus on retirement income? Can they reconcile it with their traditional emphasis on accumulation? Do they have the products and tools they need to succeed? Do they even get it?
Updating Brightwork’s seminal 2006 study on this topic, Retirement Income 2 looks at how advisors approach retirement income planning, how this links to their rollover practice and how providers can support advisors’ success in this space.
Who Does Retirement Income?
Is it just insurance-based advisors with an annuity solution?
Or just wirehouse advisors with high net worth clients?
How involved are 401(k) case advisors?
Today, as in the earlier study, the retirement income story is mainly a story about channel—the profoundly different needs and expectations of advisors depending on where they sit, what types of clients they have and the tools and products they have to work with. As well, the study captures other critical factors such as the structure of the advisor’s compensation (fee-based vs. transactional), tenure, AUM and the extent to which they focus on related activities such as tax and estate planning or employer-sponsored retirement plans.
Subscribers are able to:
- Understand how advisors approach the retirement income discussion with clients
- Evaluate retirement income product sets including variable and immediate annuities, target date funds and pay-out mutual funds
- Build a channel-specific strategy for the most promising advisorsold retirement income solutions
Please see the table of contents below
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