About This Episode

A just-released study from Allianz Life analyzed what financial advisors consider the most significant threats to their clients’ retirement security. It also looked at the solutions and tools advisors are exploring to help mitigate these risks. One of the key findings was that 88% of advisors said it is more important to effectively manage risk in client portfolios than generate the highest gains.

About Our Guest

Here to discuss that study is Heather Kelly, the senior vice president of advisor and strategic accounts at Allianz Life Insurance Company. She has more than 25 years of experience in the financial services industry. In her role at Allianz Life, she drives the strategy, integration, and growth in its RIA channel and with its institutional partners.

Show Notes

Here is a link to the RIA Retirement Risk Review study from Allianz Life. Here is a link to the Allianz Life web site.