Retirement Income Insights 2014 - Using Products and Providers
Retirement income is increasingly important to virtually every financial advisor as they try to meet the needs of the growing population of aging baby boomers. Our new 155 page and 128 exhibit report - “ Retirement Income Insights 2014: Using Products and Providers” - examines key trends in how advisors deliver retirement income support. The report focuses on the products and providers advisors rely on to manage retirement income portfolios and to create sustainable income for clients, including the extent to which various vehicles are used across their base of retirement income clients, the factors advisors hone in on to select products and providers, and the interest and opportunity related to using new products and providers. Leveraging new quantitative research from over 600 advisors as well as insights from previous GDC Research and Practical Perspectives studies, the report examines the processes, products, and philosophies favored by advisors, anticipated changes in product use in the coming year, and the enhancements advisors would like to products designed specifically for retirement income. The report offers meaningful and actionable insights regarding advisor behaviors, attitudes, and needs. These insights can help drive more effective strategies and tactics for asset managers, insurance companies, broker-dealers and other firms focused on building retirement income business through financial practitioners.
Click here to download the press release
Click here to download the press release
Key Issues Addressed
Click here to download the Table of Contents and List of Exhibits
Research Approach
This report is based on input from over 600 advisors who work with retail retirement clients. In November 2013, advisors were randomly solicited to participate in an online survey. Respondents were surveyed across all delivery channels including wirehouse, regional, independent broker dealer, and RIA firms. Findings from the research are broken out by major channels and by retirement income philosophy can be provided for other key sub-groups.
Report Order Information
- What approaches are advisors using for retirement income?
- How satisfied are advisors with key providers of retirement income support?
- To what extent do advisors use various vehicles and solutions across their base of retirement income clients and within a typical retirement income portfolio?
- What criteria are most important in selecting the solutions and products used to create retirement income for clients?
- Which providers are most prominent for advisors in retirement income delivery?
- What changes could providers make to improve retirement income solutions?
- What are the barriers for using new products and providers for retirement income?
- How do advisors anticipate changing the products used for retirement income in 2014?
- How prepared are advisors for the potential of rising interest rates in the coming year?
- Are advisors receptive to using new products and providers for retirement income?
- What differences exist across key segments in how advisors use products and providers?
Click here to download the Table of Contents and List of Exhibits
Research Approach
This report is based on input from over 600 advisors who work with retail retirement clients. In November 2013, advisors were randomly solicited to participate in an online survey. Respondents were surveyed across all delivery channels including wirehouse, regional, independent broker dealer, and RIA firms. Findings from the research are broken out by major channels and by retirement income philosophy can be provided for other key sub-groups.
Report Order Information
- Price: $7,500 for report in PDF format if purchased by March 15, 2014
- Report purchase includes consulting session with report co-authors to review findings and discuss specific implications
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