Phill Rogerson is Managing Director of PCS Consulting and Client Services
View Phill's' bio »
Several recent surveys, including our own June 2012 Financial Professional Outlook, point to investor uncertainty about the markets and a general mood of pessimism about their financial prospects for retirement. It seems these concerns about retirement are not only a domestic issue either.
If you’re anything like the advisors surveyed in our just-released Financial Professional Outlook, retirement income planning plays an important role in your practice. And it’s likely to increase in the coming years. The reason is that 10,000 Americans are reaching retirement age every day1. And now that Baby Boomers have begun turning 65, retirement income
We all know that markets don’t like uncertainty. It turns out that investors don’t care for it all that much, either. And that point is especially valid for the Baby Boomer generation. It makes a lot sense when you think about it. The very first Boomers are officially hitting retirement age this year, and face
Retirement seems to be on everyone’s mind these days. If you’re not saving for it, you’re probably trying to generate income in it. So we thought you might be interested in what advisors are thinking about their value proposition — and what they’re hearing from clients in or near retirement. In our just released Q3
Every quarter, we ask advisors across the country for their opinions on their practice, clients, products, and their plans to allocate among different asset classes. We publish these results in the Financial Professional Outlook (FPO). This quarter we explored the differences in how advisors and investors view the markets. We expected that the views would
e.g. yourname@company.com
We will only use your email for Helping Advisors Blog updates.
