Financial Advisors Urged to Adopt Actuarial Approach for Retirement Planning

Financial advisors are encouraged to integrate an actuarial approach and AI-powered tools like Copilot into their retirement planning toolkit to better assist clients with spending and market volatility concerns.

23 Jun, 13:10 — 23 Jun, 13:10

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advisor-perspectivesMostly Factual68d ago

Why It’s Time for Advisors to Add the Actuarial Approach — & Copilot — to Their Retirement Toolkit

Financial advisors today face a paradox. They have more technology, more data, and more model sophistication than ever before — yet many clients remain confused about how much they can afford to spend in retirement, anxious about market volatility, and uncertain whether their plan is truly sustainable.

By Ken Steiner

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Financial Advisors Urged to Adopt Actuarial Approach for Retirement Planning

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Why It’s Time for Advisors to Add the Actuarial Approach — & Copilot — to Their Retirement Toolkit

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