DENVER — According to a new survey of 1,305 independent financial advisers, 69% said they have not changed their clients' portfolios given the recent market volatility.
Conducted by Curian Capital LLC, a registered investment adviser with $3.4 billion in assets under management, the survey showed that 40% of advisers feel the biggest threat to a client's retirement income plan is lack of sufficient time to build wealth not rising health care costs or the uncertain future of Social Security.
Ninety percent of respondents do not feel that a sizeable portion, described as 80%, of their clients will have adequate funds during retirement to meet their expected standard of living.
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The survey also asked advisers to define their primary role income planning: 42% said determining the required savings and portfolio structure to meet their clients' future retirement needs was their top priority. Managing the client's portfolio during the income distribution phase followed closely, with 31% of respondents citing this function as their most important role.
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