Insight: IMPROVING RESEARCH METHODS TO PRODUCE BETTER FINANCIAL ADVICE FOR CONSUMERS
By Julie Anderson
Insight Overview
IDEAS IN THE INSIGHT YOU CAN PUT INTO ACTION
If researchers were to design improved economic models, those models might lead to better advice from financial professionals and to improved financial products from annuity providers. And if annuity plan providers were aware of the weaknesses in research models, they could mitigate those weaknesses by improving their recommendations to clients.
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About the Author
Julie Anderson, MBA, MPP, is the founder and a principal of AG Strategy Group, a strategic consulting and writing services firm. Previously, she was the Chief Operating Officer and a Managing Director at Civitas Group, as well as an Associate Partner at IBM Global Business Services. Anderson has served as Acting Assistant Secretary and Deputy Assistant Secretary for Policy and Planning at the U.S. Department of Veterans Affairs. Anderson earned her Master of Business Administration from Duke University, has a Master of Public Policy from the University of Chicago, and is a graduate of Nebraska Wesleyan University in Lincoln, where she was named a Harry S. Truman Scholar.