The Future of Advice: Holistic Planning Arrives
The Department of Labor’s fiduciary rule, evolving needs of consumers, and the digital revolution are among the challenges that will bring about massive changes to the retirement planning market and the way advisors serve their clients. This period of change is already underway. As industry leaders arrived for VISION: IRI Annual Meeting 2016, the future of the industry and advice was front and center. The prevailing consensus is that retirement planning conversations need to become broader, deeper and more holistic than ever before.