Swiss Re says retirement shift makes advice more valuable and increases industry competition
Swiss Re finds more than 300 publicly announced acquisitions by three private equity-backed US intermediary groups from 2017 to 2025.
People approaching retirement are taking on greater responsibility for decisions on retirement income, wealth transfer and later-life care, according to Swiss Re's 8 October 2026 release presenting a Swiss Re Institute sigma study. Swiss Re says their need for advice is growing in all three areas.
The study says millions of people in markets such as the US and UK…
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