Update: Advisor Best Practices in  Retirement Income   The past 18 months have no doubt been challenging for advisors who serve retirement income clients. The deep economic downturn in the US and the subsequent upheaval in the capital markets have caused great pain for many investors who were approaching or already living in retirement. Providers who wish to leverage the growing demand for retirement income solutions – including fund managers, insurance firms, broker dealers, custodians, technology providers, and other service platforms – need to understand the approaches advisors use to manage retirement income portfolios and how these current practices have changed given the market downturn and subsequent rebound. This 54 page report provides an updated snapshot of how advisors are delivering retirement income support given the changing environment since early 2009.The emphasis of this new report is to provide an overview of this evolution and to offer additional perspective and insight into the practices of advisors across a spectrum of channels and business approaches. The study is part of an ongoing research effort of GDC Research and Practical Perspectives, two leading consulting, competitive analysis and research firms recognized for their understanding of how retirement support is delivered through financial advisors.   Key Issues Addressed      ·    How have advisors changed the way they deliver retirement income support in light of the market environment? ·    What key actions have advisors taken in response to the market?·    What are the major concerns and needs of advisors as they relate to the support of retirement income clients going forward?·    What are the current philosophies that advisors use to guide the delivery of retirement income?·    How have advisors changed regarding the use of investment vehicles such as mutual funds, annuities and ETFs in creating retirement income portfolios?·    How does planning fit within the process of delivering retirement income support?·    How have the key attitudes and beliefs of advisors changed related to the delivery of retirement income support?·    What might the future hold as far as leveraging advisor distribution to deliver retirement income products and solutions?  back to top  Research Approach   This report is based on quantitative research fielded in October 2009 to a broad cross-section of advisors across all delivery channels. The input from over 100 completed on-line surveys includes practitioners from wirehouse, regional, bank, insurance, independent broker dealer and RIA firms. The survey findings are compared, as appropriate, to similar research fielded in March 2009. Report Order Information Price: $1,395 for report in PDF format Report purchase includes consulting session with report co-authors to review findings and discuss specific implications To order the report, contact hss@practicalperspectives.com or call 978-590-7290 To pay by credit card, use the order button below: