Top Retirement Trends Stories
How senior financial advisors can transition clients to younger staff
By Saumen ChattopadhyayAdvisors who fail to implement a succession are at risk for high client attrition and losing prospects.
News and analysis about trends that affect retirement advisors include the changing workforce demographic, the public's awareness of fiduciary duty, the retirement crisis, the move to MEPs, and the use of robo-advisors. Experts in finance, aging, demographics and retirement policy as well as technology and social media help to round out news you can use about the trends affecting the retirement industry.
Advisors who fail to implement a succession are at risk for high client attrition and losing prospects.