The Continued Evolution of Retirement Income Delivery:
An Analysis of Leading
Practices in Advisor Support
roller coaster ride of emotions and asset balances during the past 30 months has produced discernable changes to how financial
advisors support retirement income clients. Despite the market turmoil, it is crucial to remember that retirement remains
a primary focus for the majority of individual investors and the advisors that support these clients. 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
and distribution platforms – need to understand the approaches advisors use to manage retirement income portfolios and
how these current practices are evolving. This 100 page report provides in-depth analysis and insight from the unique perspective
of brokers, planners and RIAs who are engaged in the delivery retirement income and related support. This 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 the methods, vehicles and providers that financial advisors use to deliver retirement income support.
· Which providers do advisors prefer for retirement income solutions overall and for annuities in specific?
What are the leading approaches advisors use to
build and manage retirement income portfolios?
What changes in managing retirement income portfolios have advisors implemented in the past year?
How widespread are the use of various investment
vehicles including mutual funds, ETFs, and variable annuities within retirement income portfolios?
providers do advisors prefer for retirement income solutions overall and for annuities in specific?
report is based on quantitative research fielded in March 2010 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 and October 2009.
Report Order Information
- Price: $4,800 for report in PDF format
- Report purchase includes consulting
session with report co-authors to review findings and discuss specific implications
the report, contact firstname.lastname@example.org or call 978-590-7290