Advisors split on how best to track retirement readiness
September 30, 2013 by Paula Aven Gladych
Most financial advisors place a great deal of importance on retirement income planning, but these same advisors don’t agree on how best to track whether a client’s investments are achieving the desired result: sustainable retirement income.
That’s according to Russell Investments’ Financial Professional Outlook, a quarterly survey of U.S. financial advisors that found 34 percent of respondents said they measure clients’ retirement plans based on preservation of principal after distributions.
The next-largest response (20 percent) came from those who said they preferred to track the portfolio’s maintenance of a projected rate of return.
Originally Posted at LifeHealthPro on September 27, 2013 by Paula Aven Gladych.
Categories: Industry Articles
