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Mutual funds

J.P. Morgan Offers Advisors ‘Guide to Retirement’

Published March 07, 2013, 1:01 p.m. EST
1 Min Read

J.P. Morgan Asset Management today launched the 2013 edition of its Guide to Retirement to help advisors with their retirement practices.

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The expanded 2013 edition includes retirement savings checkpoint grids, which enable investors to check whether they are on track to meet their retirement savings goals and models for structuring retirement income streams to help advisors talk to clients about portfolio construction, among other items.

“Having this broad context of visuals and graphics organized in one place makes it easy for clients to absorb concepts in a concrete way, yet still allows advisors to layer on their own planning and investment perspectives,” stated Katherine Roy, Chief Retirement Strategist at J.P. Morgan Asset Management.

“With the new 2013 edition, we’ve incorporated feedback from hundreds of financial advisors to hone our focus on issues of most importance to their clients, particularly around individual retirement income planning where advisors are playing an increasingly critical role.”

J.P. Morgan Asset Management managed $1.4 trillion as of December 31, 2012.


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