A. “The Emergence of the Robo-advisor,” by Jill E. Fisch, Marion Labouré, and John A. Turner (WP2018-12, December 2018, .pdf format, 59p.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-12-Fisch-et-al.pdf
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.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-13-Klass-Perelman.pdf
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.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-16-Rouse-et-al.pdf
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.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-18-Polansky-et-al.pdf
E. “Behavioral Finance, Decumulation and the Regulatory Strategy for RoboAdvice,” by Tom Baker and Benedict Dellaert (WP2018-19, December 2018, .pdf format, 37p.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-19-Baker-Dellaert.pdf
F. “FinTech Disruption: Opportunities to Encourage Financial Responsibility,” by Julianne Callaway (WP2018-14, December 2018, .pdf format, 23p.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-14-Callaway.pdf
