05.20.25

Are Advisors Missing Retirees' Needs in 'Fragile Decade'?

by: Leo Almazora

A survey by Global Atlantic Financial Group suggests the existence of a persistent disconnect between financial professionals and their clients nearing or in retirement, particularly around the need for guaranteed income and investment protection. The findings reveal that while advisors and investors may share concerns over issues like inflation and rising healthcare costs, their priorities around retirement strategies diverge in important ways. For example, nearly nine in 10 investors said they prioritize retirement investments that provide a steady income stream, compared with just two-thirds of advisors. The survey also highlighted an opportunity for advisors to engage clients during the “fragile decade” – the five years before and after retirement – when investment decisions may significantly influence financial outcomes.

Read the full article on InvestmentNews