Cafaro Greenleaf is offering these services to address the financial needs of many of the participants in the retirement plans it advises.
Tag: financial advice
Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.
This includes 13% who do not plan to ever retire, according to the Transamerica Center for Retirement Studies.
The Tax Cuts and Jobs Act has also increased Americans’ appetite for equities.
The study also found that 56% of retirees who work with an adviser own an annuity, compared to 28% of retirees who do not work with an adviser.