Winning the Battle for Retirement Assets: Wealth Management or Product Pitch

Winning the Battle for Retirement Assets: Wealth Management or Product Pitch Polemics?

Published Date: September 2006

Published By: TowerGroup

Page Count: 14

Order Code: R301-1184

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Financial services institutions have a multitrillion dollar opportunity to gain assets. They can do so by providing efficient and effective service addressing retirement income planning for the growing percentage of the population in or near retirement. The opportunity requires different sets of services, for mass market, affluent, and high-net-worth segments. This TowerGroup Research Note defines these three segments and the requirements of each. In addition, it evaluates the service and product strengths of the various types of product manufacturers and distributors in meeting those requirements.

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