Meet The Professor of Retirement Income Planning

A lot of what we do in financial planning today are simply based on rules of thumb, handed down from adviser to adviser, and in many case flawed ideas pushed down by insurers and asset managers.

I have always believed that planning people’s retirement should be based on more than sticking the proverbial finger in the air. I strongly believe that financial planning practices, particularly in the area of retirement planning, must be subjected to rigorous academic and empirical research.

Accordingly, in selecting the keynote speaker for the Science of Retirement Conference, I was looking for someone with not just the extensive research on retirement income planning but also with real world experience of putting the research into practice. Afterall, there’s a lot of truth in the saying; “in theory, theory and practice are the same. In practice, they are not.”

WadePfauI have followed the work of Dr Wade Pfau for a few years now and thoroughly impressed with his rare combination of extensive academic research on retirement income strategies and also the real world implementation of those idea into, as the Director of Retirement at McLean Asset Management, an advisory and wealth management firm with particular expertise in retirement planning.

Wade generates high quality and practical research about retirement planning. As the Professor of Retirement Income Planning at the American College‘ s PhD program in Financial and Retirement Planning and a frequent conference speaker, he spends a lot of his time educating financial planners about developing sustainable retirement income strategies. He earned a Ph.D. in economics from Princeton University in 2003 and  became a CFA charterholder in 2011.


Hear Dr Wade Pfau speak at the Science of Retirement Conference 2016!

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His extensive research are shared via his Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, and an Expert Panelist for the Wall Street Journal. His research has been discussed in The EconomistWall Street JournalMoney Magazine, and SmartMoney.

 

Papers

Dr Pfau has written extensive research papers on retirement planning and even I can’t manage to keep up with them all, but here are some of his best work in my view

Wade Qoutes

 

Accolades

Dr Pfau was ranked one of the top 5 most prolific financial planning author of the last ten years and the tenth most prolific of the last 30 years by a recent study published in the Journal of Financial Planning. 

He has also served as a past curriculum director for that organization’s Retirement Management Analyst (RMA) designation program

I’m delighted to welcome Wade Pfau to London as the keynote speaker at the Science of Retirement Conference on the 2rd of March! I hope you can join us!


Hear Dr Wade Pfau speak at the Science of Retirement Income Conference 2016!

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Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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