CDHA CAAR

March 22, 2018

CAAR – Center for Retirement Research at Boston College Issue Brief – March 22, 2018

Filed under: Reports and Articles — Tags: , — admin @ 5:03 pm

Do People with Dementia Get Help Managing Their Money?” by Anek Belbase, Geoffrey T. Sanzenbacher, and Abigail Walters (IB No. 18-6, March 2018, .pdf format, 8p.).

Do People with Dementia Get Help Managing Their Money?

February 6, 2018

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – February 6, 2018

Filed under: Working Papers — Tags: , , , — admin @ 4:19 pm

Note: Free registration is required to access any content. “Cognitive Ability, Financial Literacy, and the Demand for Financial Advice at Older Ages: Findings from the Health and Retirement Study,” by Hugh H. Kim, Raimond Maurer, and Olivia S. Mitchell (WP-2018-1, January 2018, .pdf format, 26p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/02/WP-2018-1-Kim-et-al-1.pdf

July 14, 2017

CAAR – International Longevity Centre [UK] Report – July 14, 2017

Filed under: Reports and Articles — Tags: — admin @ 4:44 pm

The Value of Financial Advice,” by Cesira Urzi Brancati, Ben Franklin and Brian Beach (July 2017, .pdf format, 44p.).

www.ilcuk.org.uk/index.php/publications/publication_details/the_value_of_financial_advice

April 4, 2016

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – April 4, 2016

Filed under: Working Papers — Tags: — admin @ 4:37 pm

Note: Free registration is required to access any content. “When and How to Delegate? A Life Cycle Analysis of Financial Advice,” by Hugh Hoikwang Kim, Raimond Maurer, and Olivia S. Mitchell (WP2016-1, March 2016, .pdf format, 12p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1302

December 21, 2015

CAAR – International Longevity Centre [UK] Report – December 21, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:42 pm

Financial Advice Market Review: A response from the International Longevity Centre – UK,” (December 2015, .pdf format, 12p.).

www.ilcuk.org.uk/index.php/publications/publication_details/financial_advice_market_review_a_response_from_the_international_longevity

December 2, 2015

CAAR – US House Committee on Education and the Workforce, Subcommittee on Health, Employment, Labor, and Pensions Hearing Testimony – December 2, 2015

Filed under: Legislation Information Updates — Tags: , — admin @ 4:21 pm

Principles for Ensuring Retirement Advice Serves the Best Interests of Working Families and Retirees,” a hearing held December 2, 2015 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 54 minutes). Note: Hearing begins at the 19:45 mark.

edworkforce.house.gov/calendar/eventsingle.aspx?EventID=399850

July 22, 2015

CAAR – US Senate Committee on Health, Education, Labor and Pensions, Subcommittee on Employment and Workplace Safety Hearing Testimony – July 22, 2015

Filed under: Legislation Information Updates — Tags: — admin @ 5:01 pm

Restricting Advice and Education: DOL’s Unworkable Investment Proposal for American Families and Retirees,” a hearing held July 21, 2015 (witness statements available in .pdf format, video of the full hearing available in Flash format, running time 1 hour 42 minutes). Note: Hearing begins at the 16:42 mark.

www.help.senate.gov/hearings/restricting-advice-and-education-dols-unworkable-investment-proposal-for-american-families-and-retirees

June 17, 2015

CAAR – US House Committee on Education and the Workforce, Subcommittee on Health, Employment, Labor, and Pensions Hearing Testimony – June 17, 2015

Filed under: Legislation Information Updates — Tags: — admin @ 4:54 pm

Restricting Access to Financial Advice: Evaluating the Costs and Consequences for Working Families and Retirees,” a hearing held June 17, 2015 (witness statements available in .pdf format, video of the full hearing available in Flash format, running time 3 hours 19 minutes). Note: Hearing begins at the 8:46 mark.

edworkforce.house.gov/calendar/eventsingle.aspx?EventID=399027

May 8, 2015

CAAR – Rand Corporation Working Paper – May 8, 2015

Filed under: Working Papers — Tags: , — admin @ 4:15 pm

Impacts of Conflicts of Interest in the Financial Services Industry,” by Jeremy Burke, Angela A. Hung, Jack Clift, Steven Garber, and Joanne K. Yoong (WR-1076, February 2015, .pdf format, 65p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1076.html

April 28, 2015

CAAR – Rand Corporation Report – April 28, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:43 pm

Potential Economic Effects on Individual Retirement Account Markets and Investors of DOL’s Proposed Rule Concerning the Definition of a ‘Fiduciary’,” by Steven Garber, Jeremy Burke, Angela A. Hung, and Eric Talley (RR1009, February 2015, .pdf format, 30p.).

www.rand.org/pubs/research_reports/RR1009.html

February 24, 2015

CAAR – Council of Economic Advisers Report – February 24, 2015

Filed under: Reports and Articles — Tags: , , — admin @ 4:24 pm

The Effects of Conflicted Investment Advice on Retirement Savings,” (February 2015, .pdf format, 30p.).

www.whitehouse.gov/sites/default/files/docs/cea_coi_report_final.pdf

September 20, 2012

CAAR – Pension Research Council, Wharton School, University of Pennsylvania Working Papers – September 20, 2012

Filed under: Working Papers — Tags: , — admin @ 3:36 pm

Note: PRC requires free registration before providing working papers.

A. “How to Make the Market for Financial Advice Work,” by Andreas Hackethal and Roman Inderst (WP2012-14, September 2012, .pdf format, 23p.). Note: Links to the abstract and full-text can be found at:

www.pensionresearchcouncil.org/publications/document.php?file=1030

B. “Regulating Financial Planners: Assessing the Current System and Some Alternatives,” by Jason Bromberg and Alicia P. Cackley (WP2012-18, September 2012, .pdf format, 23p.). Note: Links to the abstract and full-text can be found at:

www.pensionresearchcouncil.org/publications/document.php?file=1033

C. “Evaluating the Impact of Financial Planners,” by Cathleen D. Zick and Robert N. Mayer (WP2012-12, September 2012, .pdf format, 42p.). Note: Links to the abstract and full-text can be found at:

www.pensionresearchcouncil.org/publications/document.php?file=1028

D. “Financial Advice: Does it Make a Difference?” by Michael Finke (WP2012-15, September 2012, .pdf format, 32p.). Note: Links to the abstract and full-text can be found at:

www.pensionresearchcouncil.org/publications/document.php?file=1031

E. “When, Why, and How Do Mutual Fund Investors Use Financial Advisors?” by Sarah A. Holden (WP2012-16, September 2012, .pdf format, 34p.). Note: Links to the abstract and full-text can be found at:

www.pensionresearchcouncil.org/publications/document.php?file=1032

September 14, 2012

CAAR – Pension Research Council, Wharton School, University of Pennsylvania Working Papers – September 14, 2012

Filed under: Working Papers — Tags: , — admin @ 4:48 pm

Note: PRC requires free registration before providing working papers.

A. “The Evolution of Workplace Advice,” by Christopher L. Jones and Jason S. Scott (WP2012-10, September 2012, .pdf format, 28p.). Note: Links to the abstract and full-text can be found at:

www.pensionresearchcouncil.org/publications/document.php?file=1026

B. “The Role of Guidance in the Annuity Decision Making Process,” by Kelli Hueler and Anna Rappaport (WP2012-11, September 2012, .pdf format, 38p.). Note: Links to the abstract and full-text can be found at:

www.pensionresearchcouncil.org/publications/document.php?file=1027