Tuesday, October 3, 2023
10:50 AM - 11:30 AM (EDT)
Client Engagement Track – Can Today’s Financial Planning Deliver on the Promise of Financial Wellness?

The wealth management industry has invested heavily in outcome-based planning that focuses on the accumulation of wealth. But as baby boomers and Gen Xers age and either enter or approach the drawdown phase, wealth managers looking to remain relevant need to provide different service and solution models to enable clients to better manage and maintain the lifestyle that they’ve attained during their working years.  

This panel will address:

  • How leading practitioners are incorporating new product solutions to serve the decumulation phase
  • How some old solutions, such as annuities, are being deployed in new guises
  • The opportunities new solutions create for both product manufacturers and wealth managers
  • What’s next and how firms are orienting their businesses to achieve better client outcomes
Meghna Mukerjee