Two in three older advisory clients are seeking help with income planning, but only one-third of financial professionals actively advise about indexed annuities.
Spectrem study examines the role and scope of the relationship between wealthy investors and their financial advisers, finding most well-off clients want deeply considerate and personal service.
Global retirement readiness rankings are inherently subjective and often controversial, but Mercer says the U.S. is clearly slipping compared with some other developed nations.