Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
Demand Is Growing for Retirement Income Products
Advisors need help from asset managers and insurers to help their retirement clients meet multiple financial goals, according to Practical Perspectives.
Advisors Overwhelmed by Product Pitches: Study
Advisors don't need a study to tell them how often they’re pitched; for product providers, however, the results could be eye-opening.
Added-Value Programs Leave Advisors Wanting
Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.
Advisors Struggle to Serve Aging Boomers: Report
Financial advisors are challenged with how to effectively attract and engage with investors nearing or in retirement.
Alternatives Stay on Growth Path
Advisors, asset managers and institutions are increasingly turning to alternative investments to help clients boost returns while supporting the growth of assets under management.
Alternatives Growing in Portfolios as Markets Stumble
Nontraditional investments could grow to 10%-15% of mutual funds in 10 years, according to Cerulli.
Leaders and Laggards: Advisors’ Processes Define Success in Retirement Income Support
A report released on Monday by GDC Research and Practical Perspectives highlights trends in the way advisors will have to deliver retirement income in light of low interest rates and increasing apprehension from their clients.
Retiring Boomers Press Advisors for More Guidance, Report Finds
Advisors are struggling to meet the demand for retirement guidance and products from the increasing number of boomers preparing to retire, a report found.
Advisors Expanding Retirement Income Offerings, Survey Finds
Polarized attitudes toward annuities remain; more focus on risk