finsay
WealthManagement.com·

Why Decumulation Is Changing the Basis of Competition

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The article highlights that as 11,000 Americans turn 65 daily, the competitive landscape for record keepers and advisors is shifting from product-centric models to comprehensive, advice-led guidance. This transition necessitates the integration of scalable digital advice pathways, where AI can play a critical role in automating decumulation strategies and personalized retirement planning at scale.

Read full article at WealthManagement.com

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