Financial Advisor

A financial advisor is a professional who works to help their clients meet and manage their most important financial goals in life. A fundamental goal of a financial advisor is to increase the net worth of their clients over time, while protecting them from risks such as loss of income due to disability, premature death and long-term care expenses. Financial advisors will also work with clients in the areas of tax planning, estate planning, and retirement income planning and asset decumulation.

Maddy Dychtwald on How Women are Driving a Transformation of the Market for Financial Advice and Products

Maddy Dychtwald is a nationally recognized author, co-founder of Age Wave, and a leading expert on the changing demographic trends shaping the marketplace, the workplace and our lives.

Having spent twenty-five years exploring and forecasting lifestyle, marketing and retirement implications of the age wave, she has recently emerged as a renowned authority on the economic ascent of women, including its impact on the financial services industry.

Age Wave’s breakthrough research on women and money includes the recent research study A New Era of Women and...

Mark Warshawsky on the Retirement Income Market

Mark J. Warshawsky is Director of Retirement Research at Towers Watson.

Dr. Warshawsky served as assistant secretary for economic policy at the U.S. Treasury Department from 2004-2006 and he has held senior level economic research positions at the Federal Reserve Board, the Internal Revenue Service and...

A Benchmark for Lifetime Income

The world is filled with investing indexes and benchmarks, and all professional investment managers measure their results relative to some type of performance standard such as the S&P 500.

On the retirement...

Q&A with Zvi Bodie and Rachelle Taqqu about Risk Less and Prosper’s Goal-Driven Approach to Investing

Is there a sense of “swimming upstream” when trying to propagate goal-based investing--as described in your new book Risk Less and Prosper--among existing financial advisors? Conventional practices and economic incentives are so heavily skewed towards modern portfolio...


Annuity Criticisms Often Boil-Down to Control of Assets