Abstract
The authors of this <b><i>Journal of Retirement</i></b> article present a new metric they call gamma. It’s designed to quantify how more intelligent financial planning decisions can add value in the form of increased wealth accumulation and retirement income. The concept of gamma has obvious practical applications for financial planners. Less obvious, perhaps, but equally significant, is the positive impact it can have on investment management firms. Read this <b><i>Practical Applications</i></b> report to find out how to quantify financial advice in terms of additional generated income, and to see how the results compare with those of portfolios that lacked such advice. “The difference is fairly stark,” states co-author Paul Kaplan, Director of Research at <b>Morningstar Canada</b>, in an exclusive interview. “In reality, a lot of advisors do not provide financial planning advice,” contends co-author <b>David Blanchett</b>, Head of Retirement Research at <b>Morningstar Investment Management</b>.
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