Big Shifts in Wealth Management?

Always a moving target, retirement planning faced with new challenges today

An online survey of 4,000 adults highlights the challenges, shifts, and direction of retirement planning for wealth managers today.
Among the findings:
wealth-management-2022

  • Changes to “retirement optimism” and target retirement ages across the demos
  • Bigger generational differences in retirement preparedness and understanding
  • Further deployment of Fintech into the investment and retirement arena
  • The risk, understanding, and inclusion of cryptocurrency in plans
  • Consumers’ use of professional guidance in retirement planning

Read the full article at Investopedia:
Multi-Generational Survey Shows How Retirement Planning is Changing

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