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Q2 2011 Research Report

Trends in Retirement Income Delivery:

Advisor Portfolio Construction, Product Usage and Sales Support 
The market for retirement income support is transitioning from hype to reality. As the oldest baby boomers now turn age 65, advisors across channels are experiencing notable growth from retirement income clients. Product providers and support platforms that wish to profit from the increasing 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, the solutions advisors use to manage income oriented assets, and how best to reach and support the growing number of practitioners focused on this audience. This 143 page and 102 exhibit report provides in-depth analysis and insight from the unique perspective of brokers, planners and RIAs who are engaged in the delivery of retirement income and related support.

Key Issues Addressed  
     
  • How do advisors view the concept of retirement income and how does that differ from how product providers view the market?
  • What are the preferred approaches advisors use to build and manage retirement income portfolios?
  • Which providers do advisors prefer to use for retirement income solutions within key product categories?
  • How widespread is the allocation of certain vehicles including actively managed mutual funds, ETFs, annuities and SMAs within retirement income portfolios?
  • What benefits and features are most valued by advisors in new retirement income solutions?
  • Which product providers deliver the best sales support for retirement income?
  • What sales, marketing, and practice management support is most used and valued by retirement income advisors?
  • What issues are of key concern to advisors in constructing retirement income portfolios given the changing market?
  • What types of retirement income advisors should firms and wholesalers target?

Research Approach
This report is based on quantitative research fielded in November and December 2010 to a broad cross-section of advisors across all delivery channels. The input from over 260 completed on-line surveys includes practitioners from wirehouse, regional, bank, insurance, independent broker dealer and RIA firms. The survey findings are segmented, as appropriate, to determine key differences among different channels and other groups..

Report Order Information

  • Price: $6,000 for report in PDF format, with preferred pricing for previous report purchasers and RIIA members
  • Report purchase includes consulting session with report co-authors to review findings and discuss specific implications

To order the report, contact howard.schneider@practicalperspectives.com or call 978-590-7290

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