The Pension Research Council
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2012 Symposium: The Market for Retirement Financial Advice
May 3-4, 2012

About the Conference

Though many people use financial advisers, and many more would probably benefit from financial advice, relatively little is known about the marketplace for such advice. The 2012 Pension Research Council conference at the Wharton School of the University of Pennsylvania offers cutting-edge research and commentary on key aspects of the advice marketplace, types of advice provided, fees and commissions, market and regulatory considerations, and how to evaluate advisers' performance and impact. Also included is a roundtable discussion on fiduciary challenges for financial advisors. Conference attendees will include consultants and advisers, academics, actuaries, plan sponsors, benefits specialists, and policymakers. Co-hosted by Olivia S. Mitchell and Kent Smetters at the Wharton School.

This conference is co-hosted by Olivia S. Mitchell and Kent Smetters at The Wharton School.

Conference Agenda

Thursday, May 3, 2012

Introductory Remarks: Kent Smetters, The Wharton School

Session I: Overview

Session II: Market & Regulatory Considerations

Keynote Speaker: Martin Gruber, NYU Stern School of Business

Session III: What Do Advisers Tell Us?

Keynote Speaker: Harold Evensky, Evensky & Katz Wealth Management

Session IV: Measuring Performance and Impact

Session V: Roundtable