Brokers Eye Retirement Income Gap as 40% Lack a Plan
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Retail brokerages are increasingly positioning themselves as problem-solvers for a widening retirement planning gap, with recent data showing a large share of near-retirees still unsure how much capital they actually need.
In response, several platforms have expanded access to bond-ladder and TIPS-based portfolio construction tools, giving self-directed clients an alternative to traditional annuity products that many investors say they distrust.
This shift reflects a broader competitive trend: brokers that bundle income-planning calculators and fixed-income screening into their platforms are capturing a growing segment of conservative, income-focused retail traders.