Product Type: Market Research Report
Published by: TowerGroup
Published: September 2006
Product Code: R301-1184Description 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.Table of Contents
- TowerGroup Take-Aways
- Report Coverage
- Retiree Challenge Means Opportunity for FSIs
- Market Size and Segmentation
- Exhibit 1 Asset Drawdown Strategies: Key Differentiators for Retirement Income Planning Segmentation
- Mass Market
- Affluent
- High Net Worth
- Traversing Segments
- What It Will Take to Seize the Day
- Product Manufacturers
- Asset Managers
- Exhibit 2 Asset Management Products and Services for Retirement Income Planning (2006)
- Banks
- Exhibit 3 Bank Products and Services for Retirement Income Planning (2006)
- Full-Service Brokerages
- Exhibit 4 Brokerage Products and Services for Retirement Income Planning (2006)
- Insurers
- Exhibit 5 Insurance Products and Services for Retirement Income Planning (2006)
- Distributors
- Internet Brokerages
- Registered Investment Advisors
- Summary
|
|
