Research

Recent articles

Looking for Guaranteed Lifetime Income? Join the Club

Kiplinger

The Philosophy of Goal-based Investment Planning
Investment News

Time for RIAs to Rethink Insurance
ThinkAdvisor

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Insurers Hit The Airwaves Talking Retirement Income
Financial Advisor Magazine

Using simulations, surveys, and interviews to create award-winning research on best practices and consumer opinions and behavior

BIO 

consulting

Vita 

Michael Finke

Award winning Researcher and Wealth Management Expert

Developing white papers and implementing strategies to build conviction among advisors and consumers in the benefits of risk pooling. 

Speaking

Helping the financial industry understand effective retirement planning, and translating research on how to build a better life in retirement.