Beyond the Ivory Tower
For three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.
John Bogle, Fahlund, Noonan Among Headliners at Retirement Income Symposium
Still as direct as ever at 83, Bogle sat down for an exclusive interview about his upcoming keynote at the fifth annual Retirement Income Symposium in Boston on Oct. 4 and 5.
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s Poterba
Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated.
Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
Renowned Planner Evensky Joins RMA Designation Board
Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
How Are Advisors Managing in a Low-Rate Environment?
While the Federal Reserve's reaffirmation Wednesday of its zero-rate policy is great news for home buyers, low rates remain a significant challenge to retirees and their financial advisors...
Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation
Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.
For years, atmospheric sciences professor Tim Garrett has been intensely curious — as many are — about what actually drives financial wealth.
If Demographics Is Destiny, Economy Is Already Declining: Data Guru Short
If a picture could tell a thousand words, Advisor Perspectives’ Doug Short, speaking at the RIIA’s spring conference, probably hit the trillion mark.