Investment Services from Fiserv is pleased to announce the availability of the third in a four-part series of white papers focusing on the impact baby boomers are having on the industry.

As a result of the $33 trillion in assets gathered by boomers, the impending wave of retirements is driving a historic shift from asset accumulation to wealth preservation and income generation.

The third white paper in the series explores mutual fund advisory programs as a turnkey solution that can balance the risks and requirements of retirement investing. Mutual fund advisory programs can offer a number of different mutual funds under a single account, allowing for the orderly distribution of assets while preserving flexibility and liquidity. Since baby boomers have invested in mutual funds prior to their retirement, making the transition into a mutual fund advisory program can be a natural choice.

Mutual fund advisory programs can also help address wealth longevity concerns. The Investment Services "Retirement Series" is a four-part series that includes:

• Baby Boomers Driving a New Industry Focus
• Unified Managed Account (UMA) for Retirement
• Mutual Fund Advisory (MFA) for Retirement
• Wealth Management Advisory Services

>> Fiserv is making the executive briefing paper available for free. Click here to download the paper.