The Longevity Revolution: A New Approach to Advice
The longevity revolution requires a new approach to advice, particularly for retired and soon-to-be retired clients.
In previous columns, the situation of underserved clients, such as young investors and women, was explored. However, another underserved group is retired or almost-retired clients, who hold a significant percentage of assets in many advisor books.
Historically, society has made assumptions about retirement and retirees.
As Peter Mansbridge notes, retirees were once thought of as "over the hill" or "out to pasture."It was commonly assumed that as clients neared retirement, they needed primarily safety and security in their portfolios.
Author's summary: Advisors must rethink their approach to retired clients.
More News
- Spurs' Kelly Olynyk: Ongoing Decline in Playing Time and Role
- NBA: Spurs at Timberwolves
- Lando Norris wins his first F1 title despite Max Verstappen victory: Live updates and reaction
- Game Preview: Islanders vs Lightning
- Guadeloupean artist Kelly Sinnapah Mary wins French art prize at Art Basel Miami Beach
- Islanders vs. Lightning (Dec 6, 2025) Pregame
- Kelly Osbourne — Instagram Snapshot
- Jay Kelly cast guide: All on which characters George Clooney, Adam Sandler and Laura Dern play in the film
- Jack Osbourne breaks silence on jungle feud with Kelly Brook
- JUST IN: Kelly Olynyk has been waived by the San Antonio Spurs