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October 18, 2019

Research Roundup

By Kerry Pechter

Recent research offers new insights into financial decision-making, the decision to work after retirement, and reveals surprising links between aging and interest rates, the rise of the service economy, and the 'shadow banking' phenomenon.  

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Most advisory firms not qualified to rely on their own research: Cerulli

The research firm identifies the internal resources that advisory firms need to be what Cerulli calls 'optimal non-users' of model portfolios.

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Global aging named as world’s most powerful trend

Investors will access major trends--aging, climate change, artificial intelligence--through private markets more than public markets, a survey of institutional investors showed.

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Uncertainty at Both Ends of Retirement

By Kerry Pechter

'Ignoring retirement age uncertainty can potentially have a significant (negative) impact on potential retirement outcomes,' writes David Blanchett of Morningstar in an award-winning research paper.

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Honorable Mention

Fidelity launches a new international bond index fund; Nassau buys Foresters; distribution expands for T. Rowe Price Model Portfolios.

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