The disruptive impact of FinTech on retirement systems

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書誌事項

The disruptive impact of FinTech on retirement systems

edited by Julie Agnew and Olivia S. Mitchell

Oxford University Press, 2019

1st ed

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注記

"From the Pension Research Council of the Wharton School"--Back cover

Description based on impression 2

Includes bibliographical references and index

内容説明・目次

内容説明

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.

目次

1: Julie Agnew and Olivia S. Mitchell: How FinTech is Reshaping the Retirement Planning Process I: Financial Technology and the Retirement Marketplace 2: John Turner, Jill E. Fisch, and Marion Laboure: The Emergence of the Robo-Advisor 3: Jennifer Klass and Eric L. Perelman: The Transformation of Investment Advice: Digital Investment Advisers as Fiduciaries II: FinTech and Retirement Security 4: Julianne Callaway: FinTech Disruption: Opportunities to Encourage Financial Responsibility 5: Robert Klitzman: Ethics, Insurance Pricing, Genetics, and Big Data 6: Tim Rouse, David N. Levine and Allison Itami, and Ben Taylor: Benefit Plan Cybersecurity Considerations: A Recordkeeper and Plan Perspective 7: Cosmin Munteanu, Benett Axtell, Hiba Rafih, Amna Liaqat, and Yomna Aly: Designing for Older Adults: Barriers to a Supportive, Safe, and Healthy Retirement III: New Roles and Responsibilities for Plan Sponsors and Regulators 8: Steve Polansky, Peter Chandler, and Gary Mottola: The Big Spenddown: Digital Investment Advice and Decumulation 9: Tom Baker and Benedict Dellaert: Behavioral Finance, Decumulation and Robo-Advice 10: Stephen L. Deschenes and Brett Hammond: Matching FinTech Advice to Participant Needs: Lessons and Challenges 11: Thomas Philippon: The FinTech Opportunity

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