With more choice than ever before, understanding your client’s circumstances, needs and lifestyle aspirations thoroughly at the outset of retirement can have a substantial impact on their financial and emotional well-being as they begin their retirement journey.
Pave the way at Retirement Unscrambled on justadviser.com
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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