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Retirement

Whitepaper

2011 Financial Adviser Retirement Income Planning Experiences, Strategies, and Recommendations (PDF | 1MB)
FPA Research Center whitepaper, December 2011

Advisers report a continued increase in the percent of their clientele base who are receiving retirement income products, services, or advice from them in the past 12 months. This year’s study also shows an increase in the average percent of the clientele base who are retired, semi-retired, and near retirement, further demonstrating an increased demand for these services. From a business perspective, advisers expect to see continued increases in revenue from these continued demands.

Retirement income planning continues to offer unique challenges and variables, but overall advisers are reporting increased success this year compared to 2010 with a larger percent of clients who were able to maintain their retirement plan and lifestyle.

This white paper can help you better understand the retirement income market along with the most common strategies, tactics, and products used by advisers to help their clients achieve their goals. As an adviser, you can compare your practice to your peers, see what other products or techniques are being used by advisers, and potentially anticipate where your practice may be in the next few years if you have not yet reached the same level of retirement income planning as reported here.

This white paper also includes analysis of the differences in strategy or approach of advisers who are reporting a higher level of success with their clients’ retirement plans.

2010 Financial Adviser Retirement Planning Experiences, Strategies, and Recommendations (PDF | 336KB)
FPA Research Center whitepaper, May 2011

This white paper can help you better understand the retirement income market along with the most common strategies, tactics, and products used by advisers to help their clients achieve their goals. As an adviser you can compare your practice to your peers, see what other products or techniques are being used by advisers, and potentially anticipate where your practice may be in the next few years if you have not yet reached the same level of retirement income planning as reported here.

Reports

Special Report: Retirement Income Planning

The December 2010 issue of the Journal of Financial Planning features a special report on Retirement Income Planning, with highlights of FPA research, articles by Christine S. Fahlund, Ph.D., CFP®, Jason K. Branning, CFP®, and M. Ray Grubbs, Ph.D., and a Q&A with Roy Diliberto, CFP®, ChFC.

Download the behind-the-scenes pdf to learn about how our special reports leverage FPA research to bring you relevant and grounded insights.

2009 Financial Advisers' Attitudes and Perceptions About the Retirement Income Distribution Market (PDF | 1.8MB)

This quantitative study, sponsored by Nationwide Financial® Institute of Retirement Income™ and produced by The Diversified Services Group, focuses on independent financial advisers.

In this report you will discover:

  • The growing impact of retirement income
  • Client actions resulting from the recession
  • Strategies used to provide retirement income
  • Products recommended/used
  • And more!

Articles

National Survey Shows Access Levels, Participation Rates for Retirement Benefits (PDF | 521KB)
Research Spotlight, pages 6-7, 11, Q3 2010

Learn about retirement plan participation - including who offers benefits and who participates in them. This information can help you target seminar presentations to appropriate groups and increase your understanding of what types of plans are most likely to be offered to your clients.

Healthcare Strategies in Retirement Income Planning (PDF | 385KB)
Research Spotlight, pages 8-10, Q1 2010

Discover what healthcare strategies are most commonly employed by financial planners along with the impact on planner confidence and consumer retirement success.

Retirement Income Strategies and Managing Healthcare in Retirement (PDF | 3MB)
FPA Insight, Q1 2010

This issue of FPA Insight discusses an aspect of how those strategies performed during the market crisis, adviser characteristics for each strategy, and the use and success of healthcare strategies in retirement.

Retirement Strategies Vary by Client Assets (PDF | 737KB)
Research Spotlight, pages 8-10, Q4 2009

Recent research on retirement income strategies reveals some interesting findings on the likelihood of any particular strategy being successful in helping clients maintain their current plan through times of economic crisis.

Financial Planning Perceptions, Adviser Teams, Retirement & Technology (PDF | 9MB)
FPA Insight, Q4 2009

In this edition of FPA Insight, Cerulli Associates focuses on how around advisers perceive the advantages and benefits associated with financial planning, adviser teams, adviser technology and the role it plays in advice delivery, and retirement income planning.

Financial Planners' Clients Are More Prepared for Retirement (PDF | 3.5MB) 
Research Spotlight, pages 10-13, Q1 2008

Key findings from the 2007 Financial Advisers' Attitudes and Perceptions about the Retirement Income Distribution Market including client retirement ages, reasons to delay retirement, and independent B/D and RIA adviser distinctions.

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