Faculty Publications

Document Type

Article

Publication Date

Fall 2014

Abstract

To stay competitive in the 21st century, advisors will need access to planning software that incorporates the latest validated findings from ongoing research in the financial planning field — while also automating processes to help make advisors as efficient and effective as possible when serving their clients. In this regard, I have enjoyed the opportunity to serve as the director of retirement research for inStream Solutions, a cloud-based proactive planning software for advisors based in Alexandria, Virginia.

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