Simple demography underscores the growing need for investment advisors. 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 advisors. The report is based on a Q1 2011 Aité Group survey of 438 U.S.]based financial advisors, 32 of whom are affiliated with brokerages that are parts of life insurers.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access