Products April 5, 2010

New White Paper Tackles Behavioral Economics of Participant Behavior

Arnerich Massena, Inc., a Portland, Oregon-based independent investment advisory firm, has published a paper examining participant behavior in retirement plans.
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The paper, “Ain’t Misbehavin’!,” is the first in a series of pieces exploring how plan sponsors can make use of behavioral economic theory in retirement plans, the firm said. 

Behavioral economics is the combination of economics, sociology, and psychology. The firm noted that the retirement industry is recognizing the impact an understanding of behavioral economics can have to help create effective strategies to improve participant outcomes. The paper provides an introduction to the field of behavioral economics in order to help retirement plan sponsors better understand participant behavior and the reasons why a different approach to plan structure and communication could be in order.

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The paper is available to view and download at www.arnerichmassena.com.

Products April 5, 2010

Brinker Unveils Mobile Phone Application for Financial Advisers

Brinker Capital launched a mobile phone application designed to provide financial advisers and their clients with computer desktop-like accessibility to account information.
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The mobile access application is available on handhelds including the iPhone/iPod Touch, BlackBerry, and Treo.

Once advisers sign into the application, they are directed to a menu displaying functionalities of Brinker Capital’s Web site they’re most likely to access while visiting clients or conducting business away from their offices, including: a message center, assets under management by product, account snapshot, new business activity, cashiering activity, and the Brinker blog.

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The application also enables clients of Brinker’s advisers to access information related to their own accounts, such as the message center, account snapshot, the blog, and the contact information of their adviser.

The free application can be accessed on mobile devices at www.brinkercapital.com. iPhone and iPod Touch users can add the Brinker icon to their handheld’s main screen for easy access.

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