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Longer Intellectual Reach = Greater Client ValueCorporate Insight publishes in-depth research on a variety of subjects within our areas of expertise. Our Monitor analysts generate an ongoing series of reports on narrowly focused topics of interest linked to our Monitor services. Our consulting team produces its own syndicated studies on higher-profile topics, like social media and online education.
Our research adds significant value for clients by extending the intellectual reach of our analysts and consultants . See the results of that reach both on this page—which features our latest Monitor-related reports—and the pages that follow.
|Retirement Planning Tools|
This Mutual Fund Monitor – Advisor Report examines the retirement planning tools available on advisor sites. In this report, we analyzed the effectiveness of each retirement planner, as well as the quality of the results provided. We looked for firms that provide tools with full customization options, allowing for an in-depth report to be printed or sent directly to the client. Additionally, we looked for firms that offer save features, full assessment of risk and income needs in retirement, and illustrations of potential shortfalls.
When reviewing advisor site searches, we graded firms by the following:
Firms performed well in terms of accessibility, with all of the firms providing logical access to a planner. Additionally, 78% of firms summarize the planner’s capability prior to commencement.
Firms also performed well with regards to providing a well-rounded offering of inputs and features. Forty-four percent of firms in this report ask advisors to assess a client’s attitude toward risk, and 44% also require that advisors inquire about clients’ income needs. Similarly, 56% require that advisors ask clients how many years it may be before they plan to retire.
Firms excelled with regards to the results generated by their respective planners. Sixty-seven percent of firms provide an investment summary. Additionally, each of the nine firms considered in the report feature a retirement income analysis, and all but one offer a surplus/deficit indication.
The report includes the following key findings: