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.
Pfau, Wade D. PhD, "Innovations in Retirement Income Planning" (2014). Faculty Publications. 337.