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The rapidly-growing field of Wealth Management takes an interdisciplinary and wholistic approach to enable individuals achieve their life-goals. To advance the field, the McCombs Wealth Management Center, in collaboration with the Retirement Income Institute (“Institute”) and the Alliance for Retirement Income, invites undergraduate students to submit “Insights.”


An Insight is a 3 page summary, in plain English, of selected articles.  Please review the Institute’s webpage (link above) to learn more about the Institute and its goals.


AWARD (Funds will be paid directly to the student upon completion of the project)




  1. Author, Title and Publication Date of the Article Addressed in the Insight:
  2. This Article’s Principal Insights
  3. Insight Author and Bio
  4. Research Agenda Topic to Which This Insight Relates: (e.g., New takes on the annuity puzzle, Optimizing annuities in a retirement portfolio, Private-sector solutions for legal and regulatory barriers to annuities in 401(k) plans and Understanding differences in consumer behavior and decision-making
  5. Who Should Read This Insight: (e.g., retirement investors, financial professionals, annuity manufacturers, attorneys, policymakers)
  6. Ideas in this Insight that can be put into Action





Please use the link below to review the list of preapproved articles and select only one article.  You will receive a confirmation email when you have made your selection along with the guidelines to follow for your Insight submission which includes submission format and examples of published Insights in the past.



The Wealth Management Center will do an initial screening to ensure that the Insight meets the formatting requirements and guidelines. The Center will then pass on successful Insights to the Institute for final evaluation and approval. Authors will directly discuss with the Institute regarding publication rights, etc.  The Wealth Management Center retains the right to make the final Insight available on its website and in its newsletters to partners. 

Depending on the number of proposals received, the Wealth Management Center and Institute will select a suitable format for electronic publication and dissemination through various channels, include the websites of the Wealth Management Center and the Alliance for Lifetime Income. 



Insights are due no later than October 31st, 2022 by email to  The Retirement Income Institute may require edits to your Insight and the final draft must be submitted no later than December 15th. 




Ramesh K.S. Rao
Eugene and Margaret McDermott Professor of Finance
Director of Wealth Management Center


Dima Yazni Shamoun
Clinical Assistant Professor
Department of Finance
Assistant Director of Wealth Management Center