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The Market for Retirement Financial Advice
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The Market for Retirement Financial Advice

Olivia S. Mitchell and Kent Smetters

Abstract

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 accounts requires all of us to be more sophisticated today than ever before. But the landscape for financial advice is changing all over the world, with new rules and regulations transforming the financial advice profession. This volume explores the market for retirement financial advice, to explain what financial advisors do, and how to measure performance and impact. Who are these professionals a ... More

Keywords: pensions, financial advice, financial adviser, market regulation, financial security, saving, wealth, behavioral economics, investment

Bibliographic Information

Print publication date: 2013 Print ISBN-13: 9780199683772
Published to Oxford Scholarship Online: January 2014 DOI:10.1093/acprof:oso/9780199683772.001.0001

Authors

Affiliations are at time of print publication.

Olivia S. Mitchell, editor
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, editor
Boettner Chair Professor, the Wharton School, University of Pennsylvania

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Contents

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Part I What Do Financial Advisers Do?

Chapter 2 The Market for Financial Advisers

John A. Turner and Dana M. Muir

Chapter 3 Explaining Risk to Clients: An Advisory Perspective

Paula H. Hogan and Frederick H. Miller

Chapter 6 The Evolution of Workplace Advice

Christopher L. Jones and Jason S. Scott

Part II Measuring Performance and Impact

Chapter 8 Evaluating the Impact of Financial Planners

Cathleen D. Zick and Robert N. Mayer

Part III Market and Regulatory Considerations