Advisers need to pick up their game when calculating clients' retirement
Jamie Patrick Hopkins
More and more companies, both traditional financial services firms and robo-advisers, offer retirement calculators but finding one that inspires an effective retirement plan customized to each individual's financial situation has become challenging.One of the most common, if least effective, 'calculators' is having clients come up with an arbitrary number on their own that they can try to reach by their desired retirement age.
Malito, Alessandra, "Advisers need to pick up their game when calculating clients' retirement" (2015). In the News. 90.