Faculty Publications

Title

Should You Really Avoid a Financial Adviser and Plan Your Finances Yourself?

Document Type

Article

Publication Date

1-27-2016

Abstract

Of late, it seems that more and more individuals are managing their financial plans with an assortment of Internet-based tools intended to supplant the services of a "human" financial adviser. In a financial marketplace that has become increasingly complex, and with the decline in the primacy of defined-benefit pension plans, this is a very dangerous trend.