Simple demography underscores the growing need for investment advisers. Thus, for insurance companies looking to capitalize on the wave of baby boomer retirements, the question then becomes how best to ready for this wave.
A new report, “Insurer-Affiliated Advisers: How They Work, What They Need,” from Boston-based Aité Group examines the technology and business needs of advisers. The report is based on a Q1 2011 Aité Group survey of 438 U.S.‐based financial advisers, 32 of whom are affiliated with brokerages that are parts of life insurers.
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