The retirement income market has changed radically in recent years and our profession has had a great deal to contemplate. Today we look ahead to see how retirement solutions could shape up in years to come.
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
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