Scaling Retirement Solutions

By Kerry Pechter
At the EDHEC Risk Institute in France, financial researchers are trying to figure out how advisors can leverage technology to "mass customize" the goal-based approach to retirement income planning. It won't be a walk in the park.

What Social Media Can Teach Retirement Marketers

By Kerry Pechter
Target marketers, the word "retirement" is a buzzkill. That's what sociologists at research startup MotivIndex concluded after studying Facebook threads, Instagram feeds, and LinkedIn posts.

Insurance U. Becomes Retirement U.

By Kerry Pechter
Conceived by Solomon Huebner (pictured in the 1950s) to give life insurance salesmen a professional gloss, The American College has, with money from New York Life, become Retirement Income U. Its RICP designation has 2,000 grads and another 8,000 enrollees.

Advisors: How to Outsmart the Smartphone

By Kerry Pechter
The shorthand message to registered investment advisors at the Technology Tools for Today (T3) conference in chilly Fort Lauderdale this week: Don't end up as a Yellow Cab in an Uber world.
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The Old Folks are Alright (More or Less)

By Kerry Pechter
The Society of Actuaries has published the results of focus groups and interviews with middle-class older retirees. Despite little planning, most people seem to muddle through 'reasonably well.'

Mission Improbable

By Kerry Pechter
Economist Teresa Ghilarducci of The New School wants a national, mandatory retirement savings plan to complement Social Security--and to replace the ERISA-regulated 401(k) system. I agree that the 401(k) system has issues, but I think we should fix Social Security first.
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