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Retirement


The Irrational Mind and Saving for the Future — How can Advisers Help?
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Professor Dan Ariely believes the financial profession has an opportunity to reinvent itself, addressing cognitive biases in a way that can be beneficial for advisers and their clients.

The Latest Thinking on Best Practices in Retirement Planning
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Wade D. Pfau, CFA, reviewed some of the biggest current debates over retirement planning.

Bill Sharpe on Retirement Planning: “I Would Prefer to Default People into an Annuity”
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“Many people who are lower- and middle-income really are taking a big risk if they do not annuitize to some extent — a risk of basically running out of money,” he tells the FT‘s John Authers.

Bill Sharpe: Past, Present, and Future Financial Thinking (Video)
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Nobel laureate Bill Sharpe sat down with Kepos Capital's Robert Litterman to discuss theory and practice in investment management.

Restoring Trust in Finance: Remember That “It’s Always Someone Else’s Money”
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Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession.

Investing and Withdrawal Strategies During Retirement: The “Retire Well” Bucket Approach
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Today retirees face five perils: inflation, investment, longevity, withdrawal, and healthcare risk. Providend Ltd. CEO Christopher Tan says retirees need a plan not only to cope with these risks but also to provide reliable income.