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by Julie Agnew (Editor), Olivia S. Mitchell (Editor)
Many people need help planning for retirement, saving, investing, and decumulating their assets, yet financial advice is often complex, potentially conflicted, and expensive. The advent of computerized financial advice offers huge promise to make accessible a more coherent approach to financial management, one that takes into account not only clients' financial assets but also human capital, home values, and retirement pensions. Robo-advisors, or automated on-line services that use computer algorithms to provide financial advice and manage customers' investment portfolios, have the potential to transform retirement systems and peoples' approach to retirement planning.
This volume offers cutting-edge research and recommendations regarding the impact of financial technology, or FinTech, to disrupt retirement planning and retirement system design.Author Biography
Julie Agnew, Class of 2018 Professor of Finance and Economics, College of William and Mary's Mason School of Business, Olivia S. Mitchell, International Foundation of Employee Benefit Plans Professor, Wharton School of the University of Pennsylvania
Dr Julie Agnew is the Class of 2018 Professor of Finance and Economics at the College of William and Mary's Mason School of Business. Her research and consulting activities focus on behavioral finance and its relationship to financial decisions made by individuals in their retirement plans. She is also TIAA Institute Fellow, serves on the Advisory Board of the Wharton School's Pension Research Council, a Research Associate for the Center for Retirement Research at Boston College, and a board member of C&F Bank. Previously she served as an elected member of the Defined Contribution Plans Advisory Committee (DCPAC) for the Virginia Retirement System. Dr Olivia S. Mitchell is the International Foundation of Employee Benefit Plans Professor, Professor of Insurance and Risk Management and Business Economics and Public Policy, Executive Director of the Pension Research Council, and Director of the Boettner Center for Pensions and Retirement Research, all at the Wharton School of the University of Pennsylvania. She is also Research Associate at the NBER. Her main interests are public and private pensions, insurance and risk management, financial literacy, and social insurance.
