Retirement Quick Poll: Keeping Clients Focused

Quick Poll Results: Keeping Clients Focused  (PDF)

Retirees investing to sustain their pre-retirement lifestyles pose unique challenges to the wealth managers who serve them. As the 78 million Americans known as “baby boomers” face retirement, and transition from accumulating assets to spending those assets, the magnitude of these issues grows. Better understanding retirees’ concerns and the challenges that wealth managers face in serving these wealthy clients is becoming increasingly important.

SEI conducted a quick poll to better understand the concerns and attitudes of investors as they plan for retirement, as well as the challenges bank wealth managers face in serving them.