Financial Advisors and Retirees' Risk-taking -- by Allison T. Cole, Maarten Meeuwis, Alessandro Previtero, Noah Stoffman

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2026, 18th Annual Feldstein Lecture, Mark Duggan, "Social Security Reform in an Era of Fiscal Deficits" Primary tabs
  • Acknowledgements and Disclosures

    We thank Shlomo Benartzi, Jeremy Bertomeu, Scott Cederburg, Taha Choukhmane, Nicolae Garleanu, Nicola Gennaioli, Clemens Mueller, Alberto Rossi, Irina Stefanescu, Yang Sun, Richard Thaler, conference participants at the AEA Annual Meeting, FIRS Conference, SFS Cavalcade, and WFA Annual Meeting, and seminar participants at Arizona State University, European Central Bank, Indiana University, University of Alberta, University of New South Wales, University of Sydney, University of Technology Sydney, and Washington University in St. Louis for helpful comments and suggestions. We gratefully acknowledge financial support from the TIAA Institute & Boettner/Pension Research Council. The views expressed herein are those of the authors and do not necessarily reflect the views of the National Bureau of Economic Research.


  • Citation and Citation DataCopy Citation Allison T. Cole, Maarten Meeuwis, Alessandro Previtero, and Noah Stoffman, "Financial Advisors and Retirees' Risk-taking," NBER Working Paper 35990 (2026), https://doi.org/10.3386/w35990. Copy to Clipboard Download Citation
SI 2026 Methods Lecture
Using AI in Household Finance Research: A Practical Guide

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This story was first published by NBER on 5 Nov 2026. HUE Legacy Ventures did not write it.

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