The financial services industry is facing a test, in the form of 78 million retiring Baby Boomers. Every company wants to pass with flying colors, but providing retirement income is a different proposition from planning for retirement. Mutual fund complexes, insurance companies, banks, institutional money managers and broker/dealers all offer competing products and services: individual securities, mutual funds, separately managed accounts, hedge funds, annuities, life insurance, long-term care insurance and banking.

Which of these products are investors going to need to manage their retirement effectively?

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