What’s Wrong with Advisors’ Retirement Planning Models, and How to Fix It

The American College of Financial Services
ThinkAdvisor
July 21, 2020

At this year’s AICPA conference, researchers and wealth management experts gathered to discuss their insights on advising clients at or near retirement during a time of increased market volatility. Many on the panel, including WMCP® program director Michael Finke and adjunct professor of wealth management David Blanchett, agree advisors are often too conservative with their estimates in retirement planning, and that can cause trouble.

Read more of Finke and Blanchett’s take on questions of appropriate retirement age and approaches to assets in this write-up from ThinkAdvisor.

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