Head of Specialist Consulting Group, Janus Henderson Investors
Session date and time May 1, 2023 1:30 - 2:20 p.m.
Matt Sommer will help advisors leverage insights into investor psychology and implement strategies to protect and grow their clients’ wealth. Key implications for advisors:
Retirement confidence survey: Explore areas where advisors may need to provide greater support or recommendations to clients.
Best practices to help aging clients: Learn new ideas to add value by helping to improve satisfaction in retirement and help protect clients from financial exploitation.
Reevaluation of the 4% spending rule: Leverage new research and reconsider capital market and longevity assumptions when creating financial plans for clients.
Legislative and regulatory update: Understand scheduled changes from the IRS and the importance of estate planning, including the need for families to have wealth transfer conversations. Includes an update on the impact of the SECURE Act 2.0.
Emerging research in practice management: Review insights from new research to help your advisor practices, including the perceived value of financial plans, how to develop new advisors, burnout, and the value of “top advisor” lists.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Matt Sommer, PhD, CFP®, CFA® Head of Defined Contribution and Wealth Advisor Services, Janus Henderson Investors
Matt Sommer is Head of Janus Henderson Investors’ Specialist Consulting Group. His team consists of various subject matter experts across several disciplines including retirement planning, wealth advisory, practice management, and investment strategies. They provide clients actionable insight and expertise they can implement into their business practice to retain and gain clients. Prior to joining Janus in 2010, Dr. Sommer spent 17 years at Morgan Stanley Wealth Management and its predecessors, Citi Global Wealth Management and Smith Barney, during which time his roles included director of financial planning and director of retirement planning.
Dr. Sommer received his bachelor’s degree in finance from the University of Rhode Island and an MBA with a concentration in finance from Pace University, Lubin School of Business. He received a doctorate degree (dissertation: Three Essays Investigating the Bequest Intentions and Expectations of Older Adults) from Kansas State University. His doctoral candidacy research was selected for publication in the Journal of Financial Planning and the Journal of Personal Finance. Dr. Sommer is contributing author to Kiplinger’s Building Wealth column, a frequent guest on CNBC and Bloomberg TV and has been extensively quoted in various industry publications including the Wall Street Journal, Barron’s and Investment News. He has 30 years of financial industry experience.
