More Than Ever, Clients Want Help With Retirement Income Planning
David A. Littell
Featured Degree or Designation
The American College polled a panel of its Retirement Income Certified Professional (RICP) designation holders about client interests and behaviors and found that 80% of advisers said their clients are asking more questions about retirement income planning today than three years ago.
The top three reasons why clients are motivated to turn to a retirement adviser include concern about meeting their retirement goals, concern about running out of money in retirement, and concern about maximizing their financial resources.
Moore, Rebecca, "More Than Ever, Clients Want Help With Retirement Income Planning" (2016). In the News. 1710.