Why It’s Time for Advisors to Add the Actuarial Approach — & Copilot — to Their Retirement Toolkit

Published on June 23, 2026

Financial advisors today face a paradox. They have more technology, more data, and more model sophistication than ever before — yet many clients remain confused about how much they can afford to spend in retirement, anxious about market volatility, and uncertain whether their plan is truly sustainable.