At the Datos Wealth Management Forum Retirement Panel on October 10, 2024, over 150 financial services executives gathered to address many topics, one of them was retirement income. 

One of the trends this year’s Forum tackled head-on was the growing complexity of retirement planning and shifting focus to decumulation strategies and personalized income plans. The discussion centered on innovative solutions, including Income Discovery, a platform that empowers financial advisors to create personalized, tax-efficient retirement income strategies.

On the panel “Tackling the Retirement Tsunami of Worry to Drive Positive Client Outcomes,” Manish Malhotra, Founder and CEO of Income Discovery, joined other wealth management executives to discuss the key issues. There was a consistent emphasis on the need for personalized, comprehensive retirement planning that addresses not just investment management but also income distribution, healthcare costs, and longevity risk. The panelists agreed that technology will play an increasingly important role in enabling advisors to provide these comprehensive services efficiently and at scale.

Details are in the following paper published by Datos Insights>>