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.

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.

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.

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.

Honorable Mention

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

Data Connection: Differences in Expenditures between Young and Old Adults

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