Advisor's Guide To Protecting Retirement Income

Nov. 07, 2022 6:33 PM ET


  • New research white paper recently published to motivate financial advisors to rethink and reposition their retirement services to better help their clients financially prepare for and live through retirement.
  • Interview with research author to more fully explore findings that go beyond the traditional accumulation of retirement assets and income-generating investments to a more dynamic glidepath approach.
  • Historical investment approaches such as the 60/40 portfolio, target date funds, and bucket plan approaches are discussed in comparison to a more dynamic approach.

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[A thought-provoking white paper, “An Advisor’s Guide to Protecting Retirement Income,” was recently published to motivate financial advisors to rethink and reposition their retirement services with the goal of better helping their clients financially prepare for

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Institute for Innovation Development (IID) is an educational and business development catalyst for growth-oriented financial advisors and progressive financial services executives who are determined to grow their firms in a business environment of accelerating business and cultural change. Run as a social enterprise, the Institute will be dedicated to help make business innovation best practices a vital cornerstone for members’ ongoing growth, competitive differentiation, and client/community engagement strategies. Three current IID initiatives are: 1. Integrating business innovation mindsets, processes and tools into financial services practices through the formation of Advisor Practice Management 3.0 professional development. 2. Applying business innovation as a powerful and differentiating advisor marketing/branding approach and community engagement strategy. 3. Creating a FinTech radar program to increase communication and access between the financial advisor and early stage FinTech communities. Bill Hortz, Founder and Dean, of the Institute and Institute Founding Innovator members (comprised of top cross-industry innovation experts, innovative fintech companies, and progressive minded financial advisors and industry thought leaders) will be contributing articles and hopefully sparking ideas and discourse on much needed, next-generation advisor business models and industry development. We will seek to uncover proven business innovation best practices; learn from innovative business creators; explore innovation mindsets; hear about new approaches, services and technologies; and ultimately discover how to apply these insights to a financial advisor's business. For more details about the Institute, investigate here:

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I wrote this article myself and I am not receiving compensation to write this article but I do have a business relationship with Blueprint Investment Partners which is an Institute member. The Institute is a business innovation platform and educational effort with financial services firms to openly share their unique perspectives and activities to build awareness and stimulate open thought leadership discussions on new or evolving industry approaches and thinking.
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