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Our Scans · (FS.6.00) Retirement Planning · Weekly Summary


  • The average age of a financial advisor hovers around 51, and nearly 40% of advisors are expected to retire within the next decade. Integrated Financial Group
  • The EPA's modeling results project that even if the EPA had determined BSER for long-term sources to be 40% co-firing, which requires significantly less capital investment, and not 90% capture CCS, a comparable number of sources would retire instead of installing controls. Federal Register
  • Nearly 40% of nurses plan to retire by 2029, and 50% of U.S. nurses are projected to retire by 2030. Healthware Systems
  • The average age of insurance intermediaries in many Member States is around 50 years, so many will retire within the next 15 years. Eiopa - European Commission
  • As baby boomers continue to retire over the next decade, unprecedented amounts of wealth will transfer between generations. Plante Moran
  • In 2026 Georgia offers a rare combination of economic resilience, strong demand for dental services and an expanding inventory of practices as many owners plan to retire or sell. US Dental Practices
  • 13% of dentists plan to sell or close their practice in 2026 and another 12.5% intend to retire. US Dental Practices
  • Around 20% of advisors plan to retire by 2035, with 48% planning to retire by 2040. Financial Newswire
  • The DB system is at a new tipping point, poised around whether corporate DB plans could have a role in American retirement, or continue to shrink due to closures, freezes, PRTs, and accelerating benefit payments as more participants retire. Goldman Sachs Asset Management
  • Although increasing the first cohort of people to retire at 68 has been shelved, there will be no change to the legislated timetable, meaning that the pension age will still rise to 67 by 2028 and 68 by 2046. iNews
  • Despite the growth of wealth management industry, over 103,000 current financial advisors are expected to retire over the next decade. DashDevs
  • About 40% of financial advisors plan to retire within 10 years. Empaxis
  • The remittance excise tax could affect cross-border, non-U.S. citizen clients in the U.S. who plan to move to Canada to retire and have U.S. accounts to draw from. Investment Executive
  • The new age of longevity is a significant investment opportunity - research shows that some 179 million people are set to retire over the next 10 years in OECD countries. 2.024 US Insti

Last updated: 23 June 2026



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