In the wake of Covid and resulting shifts in the economy, markets and inflation, the way advisors and their clients perceive risk — especially risks surrounding retirement income — has changed greatly. How is this change in mood being reflected in retirement income planning? Find out in this in-depth report based on a survey of advisors across all distribution channels.
It’s the service advisors provide most frequently to clients, and the one expected to experience the greatest increase in demand.
It’s also the subject of a new report, “Retirement Income Planning in a World of Greater Risk,” based on a survey recently conducted for Allianz for WealthManagementIQ, a division of WealthManagement.com.
This timely report reveals a rising concern about risk among advisors and investors alike, and the approaches advisors are taking — as well as the products they are suggesting — to prepare clients for retirement in a world that has grown riskier. |