The Market for Retirement Financial Advice

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  • Format: Hardcover
  • Copyright: 2013-12-24
  • Publisher: Oxford University Press

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Author Biography

Olivia S. Mitchell, International Foundation of Employee Benefit Plans Professor, Professor of Insurance/Risk Management and Business Economics/Policy, and Director, Pension Research Council & Boettner Center for Pensions and Retirement Research, Wharton School, University of Pennsylvania,Kent Smetters, Boettner Chair Professor, the Wharton School, University of Pennsylvania

Olivia S. Mitchell is Department Chair and International Foundation of Employee Benefit Plans Professor of Insurance and Risk Management, and Professor of Business and Public Policy, as well as Director of the Pension Research Council and the Boettner Center on Pensions and Retirement Research at the Wharton School. Concurrently Dr. Mitchell is a Research Associate at the National Bureau of Economic Research and a Co-Investigator for the AHEAD/Health and Retirement Studies at the University of Michigan. Her main areas of research and teaching are pensions, insurance and risk management, public finance and labor markets, with an international focus. She received the B.A. in Economics from Harvard University and the M.A. and Ph.D. degrees in Economics from the University of Wisconsin-Madison.

Kent Smetters is the Boettner Chair Professor at the University of Pennsylvania's Wharton School and a Faculty Research Fellow at the National Bureau of Economic Research. His research examines incomplete markets, investment risk management, and the interaction of risk management and public policy. Previously, he worked at the Congressional Budget Office and served as Economics Policy Coordinator for the US Treasury. He received his Bachelor's degrees in Economics and Computer Science from The Ohio State University and his Ph.D. in Economics from Harvard University.

Table of Contents

1. The Market for Retirement Financial Advice: An Introduction 1, Olivia S. Mitchell and Kent Smetters
I. What Do Financial Advisers Do?
2. The Market for Financial Advisers, John A. Turner and Dana M. Muir
3. Explaining Risk to Clients: An Advisory Perspective, Paula H. Hogan and Frederick H. Miller
4. How Financial Advisers and Defined Contribution Plan Providers Educate Clients and Participants about Social Security, Mathew Greenwald, Andrew G. Biggs, and Lisa Schneider
5. How Important Is Asset Allocation To Americans Financial Retirement Security?, Alicia H. Munnell, Natalia Orlova, and Anthony Webb
6. The Evolution of Workplace Advice, Christopher L. Jones and Jason S. Scott
7. The Role of Guidance in the Annuity Decision Making Process, Kelli Hueler and Anna Rappaport
II. Measuring Performance and Impact
8. Evaluating the Impact of Financial Planners, Cathleen D. Zick and Robert N. Mayer
9. Asking For Help: Survey and Experimental Evidence on Financial Advice and Behavior Change, Angela A. Hung and Joanne K. Yoong
10. How to Make the Market for Financial Advice Work, Andreas Hackethal and Roman Inderst
11. Financial Advice: Does it Make a Difference?, Michael Finke
12. When, Why, and How Do Mutual Fund Investors Use Financial Advisers?, Sarah A. Holden
III. Market and Regulatory Considerations
13. Harmonizing the Regulation of Financial Advisers, Arthur B. Laby
14. Regulating Financial Planners: Assessing the Current System and Some Alternatives, Jason Bromberg and Alicia P. Cackley

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