Shlomo Benartzi

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  Allianz Tool Gives Retirement Plans a Checkup

  By Danielle Andrus, AdvisorOne  |  September 17, 2012

  The tool uses insights from the behavioral economist Shlomo Benartzi.

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  Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income Software

  By Gil Weinreich, AdvisorOne  |  July 24, 2012

  Achaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.

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  Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’

  By James J. Green, AdvisorOne  |  March 29, 2012

  Professor Shlomo Benartzi's new book laments inability to ‘land’ retirement plans with income streams.

• The Annuity Puzzle

  By Bob Seawright, Madison Avenue Securities  |  February 1, 2012

  Since at least 1965 and the seminal research of Menachem Yaari, economists have recognized that retirees should convert far more of their assets into an income annuity at retirement than they do

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  Benartzi Says 401(k) Success Hinges on Improving Access, Removing 3 Obstacles: CFDD 2011

  By Danielle Andrus, AdvisorOne  |  October 21, 2011

  It’s not enough to think about improving outcomes.

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  Benartzi, Thaler and Previtero Attack the ‘Annuity Puzzle’

  By Gil Weinreich, AdvisorOne  |  October 20, 2011

  Financial industry professionals have long grappled with the so-called 'annuity puzzle'–-the quandary as to why savers who would seem to rationally benefit from annuitizing a portion of their savings do not avail themselves of the opportunity.

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  How a Freethinking Economist Saved Your Retirement Portfolio

  By Gerald Burstyn  |  September 29, 2011

  Research by economist Richard Thaler, a professor at the University of Chicago, has “nudged” vast numbers of Americans to a higher savings rate.

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  What Behavioral Finance Teaches on How to Discuss Risk With Clients

  By Mike Henkel, Achaean  |  July 18, 2011

  The lessons of behavioral finance: avoid focusing on short-term volatility when the objective is long-term growth.

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  Emotion, Intuition Key to Advisor Use of Behavioral Finance

  By Savita Iyer-Ahrestani, AdvisorOne  |  June 20, 2011

  Advisors are looking to apply the principles of behavioral finance, but coming up with options to implement is not that simple.