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Retirement Income Delivery
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Explore the Retirement Income
Marketplace with Fresh Insights
Enhance your distribution of retirement income products
and services through financial advisors
Review
best practices of advisors at the leading edge of the retirement income curve
Identify the solutions, processes, and services advisors use to deliver retirement
income
Understand
why most firms have yet to capitalize on the growing opportunity for retirement income solutions
Understand best practices in the delivery
of retirement income solutions – tailored to your needs and interests Practical Perspectives offers customized consulting and research support
designed to help asset managers, insurance companies, broker dealers, and other organizations jump start efforts
to build a more effective retirement income business model. Our insights and analysis are based on the extensive research
that we have conducted with hundreds of advisors in recent years. The capabilities we provide include: - Research Reports: Retirement Income Series
- Trends in Retirement Income Delivery: Advisor Portfolio Construction, Product Usage and
Sales Support (2Q 2011)
- 143 page report incorporating input from
more than 260 advisors across channels examining the products, providers and sales support practices for advisors delivering
retirement income support
- The Continued Evolution of Retirement Income Delivery:
An Analysis of Leading Practices in Advisor Support (2Q 2010)
- 110
page report examining how delivery of retirement income support continues to evolve across distribution channels based on
over 100 surveys and interviews with brokers and advisors
- Update:
Advisor Best Practices in Retirement Income (4Q 2009)
- 55
page report incorporating input from over 100 advisors to update findings of previous studies and how advisor practices have
changed in the volatile market environment
- Examining Best Practices in
Constructing Retirement Income Portfolios (2Q 2009)
- 173
page report focused on advisor practices in retirement income portfolio construction and market impact on their practices
based on over online survey of over 500 advisors fielded in conjunction with InvestmentNews
- Advisor Best Practices in Delivering Retirement Income and Transition Support (3Q 2008)
- 108 page report covering advice and investment practices of top advisors serving
retirees incorporating input from more than 100 interviews with retirement income practitioners and industry experts
- Retirement Income Workshops
- Our workshops are conducted on-site at your offices and provide access to our
research findings, market insights and consulting perspectives. Each workshop is tailored to your specific needs and issues,
covering topics that include:
- The scope of services that
advisors deliver to retirement clients and how the areas of support have been changing
- The key processes that advisors use to create and deliver retirement income support
- The preferred approaches used to build and manage retirement income streams
- Differences among key advisor segments in how they deliver retirement income support
- How retirement income delivery is changing with the uncertain market environment
- Presentations, Webinars and White Papers
- Using our broad research and understanding of the marketplace,
we deliver conference presentations, conduct training sessions, or field webinars to help educate and inform your sales force
or intermediary partners on how to tap the growing opportunities related to retirement income delivery. Target
audiences for the presentation sessions include:
- Advisors
across channels including wirehouse/regional, bank, insurance, independent broker-dealers, and registered investment advisors
- Broker-dealers, RIA custodians and clearing firms
- Product
providers such as investment management firms and insurance companies
- Third-party
vendors
- Industry trade groups and associations
- We also provide customized white papers or communications materials which leverage our research
on advisors and retirement income best practices
- Customized Research, Competitive Analysis, and Consulting Support
- We
are available to provide customized consulting and research support for a range of strategic and tactical issues including:
- Developing new products and services
- Identifying competitive threats and opportunities
- Market
testing concepts or new business models
- Gathering additional insights
into the retirement income marketplace
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