In an age of unprecedented longevity, a focus on lifelong individual financial security has never been more crucial. The mission of the Financial Security Division is to bring a unique interdisciplinary perspective to financial security issues facing our society by rethinking the perceived problems around an aging population, especially retirement planning and the need to work longer.  By understanding the role that research, education and policy can play in solving these issues and by looking at the problems from multiple perspectives, we will drive the dialogue forward in order to facilitate a healthier state of long-term financial security for the individual and society.


With funding and partnership from Marsh & McLennan Companies, Inc., we announced a new Center on Financial Security in August 2012. The Center’s vision is to raise awareness and preparedness around lifetime financial security. Michele Burns, who previously served as Chairman and CEO of Mercer, a subsidiary of Marsh & McLennan Companies, is leading this new Center, together with Senior Research Scholar Martha Deevy.

The Center on Financial Security will be informed by insights discussed at the Center’s May 2012 conference, Retirement Planning in the Age of Longevity, which was a collaboration of Halbert Hargrove™ and Marsh McLennan. Materials from the conference are available at “Retirement Planning in the Age of Longevity.”


The Financial Fraud Research Center, the Center’s collaboration with the FINRA Foundation, was officially launched in the early summer of 2011. The goal of the center is to catalyze interest in research on financial fraud prevention, publicize the research findings of work being done on fraud prevention, generate interest in funding fraud prevention research and create a community of policy makers, practitioners and researchers who are interested in the study of fraud prevention. The Center’s first conference, held in Washington, DC was convened Nov. 3 and 4, 2011 with 120 attendees. The conference’s proceedings were published in December, 2011. Read Proceedings