consulting
Michael Finke
Award winning Researcher, Speaker and Wealth Management Expert
Research
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.
Using simulations, surveys, and interviews to create award-winning research on best practices and consumer opinions and behavior
Recent articles
The 2020 IA25: Michael Finke
ThinkAdvisor
How Secure Act Paves New Road to Retirement Income
ThinkAdvisor
With Market Volatility, Consider Goals Based Planning
TheStreet
How Financial Plans Must Adapt to Market Crashes
Advisor Perspectives