December 17, 2018

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – December 17, 2018

Filed under: Working Papers — Tags: , , — admin @ 5:32 pm

A. “The Emergence of the Robo-advisor,” by Jill E. Fisch, Marion Labouré, and John A. Turner (WP2018-12, December 2018, .pdf format, 59p.).

B. “Transformation of Investment Advice: Digital Investment Advisors as Fiduciaries,” by Jennifer L. Klass and Eric L. Perelman (WP2018-13, December 2018, .pdf format, 33p.).

C. “Benefit Plan Cybersecurity Considerations: A Recordkeeper and Plan Perspective,” by Timothy Rouse, David Levine, Allison Itami, and Benjamin Taylor (WP2018-16, December 2018, .pdf format, 27p.).

D. “The Big Spenddown: Digital Investment Advice and Decumulation,” by Steven Polansky, Peter Chandler, and Gary R. Mottola (WP2018-18, December 2018, .pdf format, 33p.).

E. “Behavioral Finance, Decumulation and the Regulatory Strategy for RoboAdvice,” by Tom Baker and Benedict Dellaert (WP2018-19, December 2018, .pdf format, 37p.).

F. “FinTech Disruption: Opportunities to Encourage Financial Responsibility,” by Julianne Callaway (WP2018-14, December 2018, .pdf format, 23p.).

No Comments

No comments yet.

RSS feed for comments on this post.

Sorry, the comment form is closed at this time.

Powered by WordPress