Though research around retirement portfolio strategies has been evolving for decades, consensus has coalesced around four pillars for retirement income: interest, dividends, capital gains and principal. Just because there’s consensus, however, doesn’t mean there’s broad agreement on how to manage these distinct sources of retirement cash flows.
What follows is a look at the forces that have shaped the planning industry’s thinking around portfolio management, and the challenges that lie ahead for wealth managers and planners alike.
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