The Longevity Revolution: A New Approach to Advice
The longevity revolution demands a shift in thinking about retired and soon-to-be retired clients.
In previous columns, the situation of underserved client groups, such as young investors and women, was explored. However, another underserved group is emerging: retired or almost-retired clients, who often hold the greatest percentage of assets in many advisor books.
As Peter Mansbridge notes, society once viewed retirees as "over the hill" or "out to pasture."
Traditionally, it was assumed that as clients approached retirement, their primary need was safety and security in their portfolios. Author's summary: Revolutionizing advice for retirees.
- Retired or almost-retired clients are an underserved group.
- They often hold the greatest percentage of assets in advisor books.
- Traditional assumptions about retirement and retirees are being challenged.
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