Olivia Mitchell

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  Michael Finke: Is the 4% Rule Folly?

  By Michael Finke  |  April 29, 2013

  What began as a good-faith exercise to point out the risks from withdrawing too much each year from a retirement portfolio has gained a mythic and potentially unhelpful place among advisors.

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  Yes, Financial Literacy Is a Problem—That’s What Advisors Are For

  By Gil Weinreich, AdvisorOne  |  February 20, 2013

  Nothing comes as close to motherhood and apple pie in the realm of economics as financial literacy, yet the cause has taken a bit of a beating in recent years.

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  Olivia Mitchell: Saving Social Security, With Lessons From Down Under

  By Gil Weinreich, AdvisorOne  |  January 11, 2013

  The Wharton professor offers a unique policy proposal, inspired by programs overseas, that would strengthen Social Security without raising costs or cutting benefits.

• Charles Biderman, Jeremy Siegel and Others on Today’s Market: Ground Floor or Precipice?

  By Gil Weinreich, AdvisorOne  |  November 1, 2012

  One fund exec who's held 80 meetings with advisors since April says they all ask the same thing: How do I get my clients out of cash and bonds?

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  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

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  Financial Literacy Low Among Vulnerable Populations: NBER

  By Danielle Andrus, AdvisorOne  |  February 15, 2012

  While the last few decades have made new products more accessible to “small investors,” this puts undue pressure on investors who are “financially unsophisticated” and may have difficulty understand complex products, according to a working paper from the National Bureau of Economic Research.

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  Olivia Mitchell: Helping Women Improve Their Financial Literacy—Top Women Extended Profile

  By Marlene Y. Satter, AdvisorOne  |  July 13, 2011

  Wharton professor, researcher and mentor tells AdvisorOne that her focus is on the next generation.

• Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.

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  Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, we’ve never ranked the 25 in the order of their importance.

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  Olivia Mitchell, International Foundation of Employee Benefit Plans: Extended 2011 IA 25 Profile

  By John Sullivan, AdvisorOne  |  April 28, 2011

  When you think of retirement research, two people immediately come to mind—Alicia Munnell, director of the CRR and Olivia Mitchell, whose titles and C.V. stretch a bit further.