Social Security and Generating Income in a Low Rate Environment Most Widely Used Value Add Support By Financial Advisors

BOSTON, June 2, 2014 – The significant resources that asset managers, insurance companies, and broker-dealers dedicate to value add support are having an increasingly positive impact on financial advisor attitudes and behaviors, with programs focused on Social Security and adapting portfolios to a low rate environment the most widely used in the past year, according to a new report released today by Practical Perspectives, an independent consulting, competitive intelligence, and research firm working with wealth management providers and distributors. 

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