Prepare for the dreaded drawdown
Take steps now to soften the impact on your bottom line as your boomer clients spend their assets.
Retirement drawdown is a top focus among advisers who have a preponderance of baby boomer clients, according to Cerulli Associates Inc. Here are five tips for managing your practice through this phase.
Assess your client base. Chances are that a high percentage of your clients rest in the baby boom
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