11.18.25

Advisors Race To Reinvent as New Retirement Pressures Reshape the Consulting Playbook

by: Steve Randall

Retirement consultants are rapidly evolving as new client expectations, market pressures and technology reshape the industry, according to BlackRock’s 2025 Read on Retirement survey. Millennial advisors are leading growth, expanding services in investment selection, plan design and sponsor education. Technology adoption is accelerating, with 57% of consultants planning to use AI within a year to streamline service and business development. Rising financial stress among participants is shifting wellness programs toward education on inflation and market volatility. Interest in active management and private markets is growing, though expertise gaps remain.

Read the full article on InvestmentNews