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The planning gap

October 02, 2017


By InvestmentNews and Nationwide®

New research from InvestmentNews and Nationwide® highlights the differences in investors’ and advisers’ perceptions of retirement income needs. This study, which compares results from both an investor survey and an adviser survey, focuses on several core retirement issues, including:

·Retirement outlooks: Anticipated savings, monthly retirement income and length of retirement

·Retirement risks: The factors that have the greatest potential to erode retirement savings

·Retirement income advice: The financial planning services that are in demand and could deliver the most value to clients and potential clients

This study also offers actionable steps for advisers looking to deepen conversations with clients and prospects about retirement and retirement income planning.

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