Retirement Income: The Decumulation Opportunity

In this latest episode of MI Talk, host Goshka Folda, Global Head of Research at ISS Market Intelligence, invites Dennis Gallant, Associate Director of ISS MI’s Product Engagement Specialist team, to discuss retirement income. As Baby Boomers retire at an unprecedented scale and factors like increased cost of living, longevity, and conflicting financial objectives multiply in retirement, the decumulation phase presents financial advisors and asset and wealth managers with a unique opportunity for shoring up and deepening their client relationships. Yet, while the decumulation opportunity looms large, so do challenges for advisors and their product and platform partners. All will have to expand and adapt their capabilities and toolkits to help households solve retirement dilemmas. Dennis and Goshka discuss how the industry should approach decumulation to ensure a smooth transition into retirement for clients and how advisors can use this opportunity to cultivate the next generation of investors.

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