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Retirement Planning > Spending in Retirement > Income Planning

FRC: Income Planning Interest May Have Peaked

By Staff Writer

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Researchers at Financial Research Corp. have found that investment firm managers want to get back to basics.

In 2005, when FRC, Boston, studied the retirement income market, 50% of a few dozen top industry executives who talked to FRC ranked selling “income planning services” as their top priority.

This year, the FRC researchers report, 33% of the respondents participating in a follow-up study said selling “investment products” is their top priority, and selling “investment products” is now a much more popular top priority than selling “income planning services.”