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The Market for Retirement Financial Advice

Olivia S. Mitchell and Kent Smetters (eds)

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.001.0001
Subject:
Business and Management, Pensions and Pension Management

The market for retirement financial advice has never been more important and yet more in flux. The long-term shift away from traditional defined benefit pensions toward defined contribution personal ... More


Asking for Help: Survey and Experimental Evidence on Financial Advice and Behavior Change

Angela A. Hung and Joanne K. Yoong

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0009
Subject:
Business and Management, Pensions and Pension Management

When do individuals actually improve their financial behavior in response to advice? Using survey data from current defined contribution (DC) plan holders in the RAND American Life Panel (ALP), we ... More


The Market for Financial Advisers

John A. Turner and Dana M. Muir

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0002
Subject:
Business and Management, Pensions and Pension Management

This chapter discusses the market for financial advisers. Because many people are not financially sophisticated, the quality of financial advice is a retirement policy concern. Financial advisers ... More


Financial Advice: Does It Make a Difference?

Michael Finke

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0011
Subject:
Business and Management, Pensions and Pension Management

The financial advice profession provides a potentially valuable service to consumers within an increasingly complex financial marketplace. Financial advice professionals can substitute for costly ... More


When, Why, and How Do Mutual Fund Investors Use Financial Advisers?

Sarah A. Holden

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0012
Subject:
Business and Management, Pensions and Pension Management

More than four in ten US households own mutual funds and half of mutual fund-owning households indicate they have ongoing advisory relationships. Financial advisers provide a wide range of investment ... More


How to Make the Market for Financial Advice Work

Andreas Hackethal and Roman Inderst

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0010
Subject:
Business and Management, Pensions and Pension Management

Drawing on the growing academic literature on financial advice to retail investors, we document both its potential in the light of complex decision-making and limited financial sophistication as well ... More


Evaluating the Impact of Financial Planners

Cathleen D. Zick and Robert N. Mayer

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0008
Subject:
Business and Management, Pensions and Pension Management

The growing complexity of investment decision-making has increased the potential value of advice from a financial professional. Past research provides only a very partial answer to the question of ... More


The Market for Retirement Financial Advice: An Introduction

Olivia S. Mitchell and Kent Smetters

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0001
Subject:
Business and Management, Pensions and Pension Management

The landscape for financial advice is changing all over the world, with new rules and regulations transforming the financial advice profession. In the United States, more than 46 million Baby Boomers ... More


The Evolution of Workplace Advice

Christopher L. Jones and Jason S. Scott

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0006
Subject:
Business and Management, Pensions and Pension Management

Defined contribution (DC) pension plans have helped many individuals accumulate assets for retirement. However, DC plans do not typically offer retirement income options. We first consider the ... More


Financial Advisory Services

Jeroen Nieboer, Paul Dolan, and Ivo Vlaev

in Financial Behavior: Players, Services, Products, and Markets

Published in print:
2017
Published Online:
May 2017
ISBN:
9780190269999
eISBN:
9780190270025
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780190269999.003.0016
Subject:
Economics and Finance, Financial Economics

Evidence from the behavioral sciences, notably economics and psychology, has profoundly changed the way policymakers and practitioners present expert advice to consumers. This chapter examines the ... More


Matching FinTech Advice to Participant Needs: Lessons and Challenges

Stephen L. Deschenes and P. Brett Hammond

in The Disruptive Impact of FinTech on Retirement Systems

Published in print:
2019
Published Online:
October 2019
ISBN:
9780198845553
eISBN:
9780191880728
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198845553.003.0010
Subject:
Business and Management, Pensions and Pension Management, Innovation

The financial services industry is changing rapidly with the arrival of new economies of scale and networking effects attributable to FinTech, particularly via online or ‘robo’ advice. This chapter ... More


The Trilateral Dilemma in Financial Regulation

Howell E. Jackson (ed.)

in Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs

Published in print:
2009
Published Online:
February 2013
ISBN:
9780226497099
eISBN:
9780226497105
Item type:
chapter
Publisher:
University of Chicago Press
DOI:
10.7208/chicago/9780226497105.003.0004
Subject:
Economics and Finance, Public and Welfare

This chapter deals with a dozen examples of trilateral dilemmas in financial regulation, and elbaorates the legal aspects of financial education and advice. Trilateral dilemmas appear in multiple ... More


Advice and Counsel: Investment Advisors and Debt Counselors

Kevin J. Delaney

in Money at Work: On the Job with Priests, Poker Players and Hedge Fund Traders

Published in print:
2012
Published Online:
March 2016
ISBN:
9780814720806
eISBN:
9780814738078
Item type:
chapter
Publisher:
NYU Press
DOI:
10.18574/nyu/9780814720806.003.0005
Subject:
Sociology, Economic Sociology

This chapter examines what sort of money cultures form when one's job is to advise people on how to manage their money, focusing on the work of investment advisors and debt counselors. It considers ... More


The FinTech Opportunity

Thomas Philippon

in The Disruptive Impact of FinTech on Retirement Systems

Published in print:
2019
Published Online:
October 2019
ISBN:
9780198845553
eISBN:
9780191880728
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198845553.003.0011
Subject:
Business and Management, Pensions and Pension Management, Innovation

FinTech covers digital innovations and technology-enabled business model innovations in the financial sector. Such innovations can disrupt existing industry structures and blur industry boundaries, ... More


The Gilded Age, 1865–1868

Barbara A. White

in The Beecher Sisters

Published in print:
2003
Published Online:
October 2013
ISBN:
9780300099270
eISBN:
9780300127638
Item type:
chapter
Publisher:
Yale University Press
DOI:
10.12987/yale/9780300099270.003.0005
Subject:
History, American History: 19th Century

This chapter elaborates on the economies of the Beecher sisters. Isabella mentioned their debts in her journal and gradually reduced her wardrobe. She sought financial advice from the wealthy Jervis ... More


Seven Life Priorities in Retirement

Surya Kolluri and Cynthia Hutchins

in Financial Decision Making and Retirement Security in an Aging World

Published in print:
2017
Published Online:
November 2017
ISBN:
9780198808039
eISBN:
9780191847165
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198808039.003.0007
Subject:
Business and Management, Pensions and Pension Management, Finance, Accounting, and Banking

Using a theoretical life cycle model, this chapter evaluates how much workers benefit from having the option to hire a financial advisor when it is costly for employees to rebalance their own ... More


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