Examining Advisor Best Practices in
Constructing Retirement Income Portfolios
Prepared in conjunction with InvestmentNews
There is little doubt that financial advisors
are at the forefront in delivering retirement income support. Yet one of the most difficult challenges advisors face today
is how to effectively construct portfolios to generate sustainable income for retirement 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 platforms – need to understand the approaches advisors use to manage retirement
income portfolios and how these current practices are likely to change. This report provides an in-depth examination of the
ways advisors create retirement income portfolios, the processes and methods they rely on, and the products,
tools and providers they commonly use. 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.
What are the preferred approaches advisors use to build and manage
retirement income streams?
What are the methods that advisors use to allocate retirement assets?
What are the products advisors typically use to create retirement income portfolios?
How do advisors make decisions related to asset allocation, investment selection,
and drawing down income?
Which providers do advisors prefer to use for retirement income solutions
and what factors are involved in selecting these providers?
How widespread is the usage of various investment vehicles such as mutual funds, ETFs, annuities, and separately managed
accounts in retirement income portfolios?
What are the
differences among advisor segments in how they solve the retirement income puzzle?
What are the major challenges for advisors in building sustainable retirement income streams?
How has the market downturn in 2008/2009 impacted the delivery of
retirement income support?
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This report is based on quantitative research fielded in conjunction
with InvestmentNews to a broad cross-section of financial advisors across all delivery channels. The input from over 500 completed surveys includes practitioners from wirehouse,
regional, bank, insurance, independent broker dealer and RIA firms. The surveys were supplemented with in-depth qualitative
interviews to provide additional insight on issues and challenges facing advisors.Information in the report is presented for the entire respondent sample, as well as for key sub-groups
· Distribution channel,
with separate analysis for independent brokers, RIAs, wirehouse/regional advisors and bank/insurance representatives
· Depth of advisor support for retirement clients, with segments
differentiated by the degree to which the advisor serves retirement clients
· Preferred philosophical approach to delivering retirement income support
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