Divorce and Asset Burn: Using Retirement Planning Techniques to Model Long-Term Outcomes of Divorce

M Kothakota, C Lynn - Journal of Financial Counseling …, 2022 - connect.springerpub.com
Financial professionals involved in divorce proceedings, whether for a client or an attorney,
often use software to project the ability of a dependent spouse to earn income off of her …

[BOOK][B] The smart financial advisor: How financial advisors can thrive by embracing fintech and goals-based investing

BM CFA - 2017 - books.google.com
Improving client outcomes with goals-based investing Financial advisors stand at a
crossroads. One path is grounded in traditional investing. Advisors who remain on this route …

[CITATION][C] Mass Customisation versus Mass Production in Retirement Investment Management: Addressing a 'Tough Engineering Problem.'

L Martellini, V Milhau - EDHEC-Risk Institute Publication, 2017