Robert Powell, CFP
Robert Powell, CFP®, is an award-winning financial journalist whose work appears regularly in MarketWatch.com, USA Today, TheStreet.com, The Wall Street Journal, and AARP. He is the editor and publisher of TheStreet’s Retirement Daily and editor of TIFIN’s RetirementInvestor.io.
Powell also serves as the Director of Retirement Education at Sensible Money, editor-in-chief of the Investments and Wealth Institute’s (IWI) Retirement Management Journal, the first-ever peer-reviewed journal focused solely on retirement-income; the host of IWI’s Exceptional Advisor podcast; the host of the Callaway Climate Insights podcast; the co-founder of finStream.tv; an instructor in Salem State University's Online Elder Planning Specialist program; and the founder of Parting Glass Productions, which is co-producing a film in Ireland based on Fiche Blian ag Fás by Muiris Ó Súileabháin.
Previously, Powell served as the editor of Retirement Weekly, a MarketWatch-Dow Jones subscription publication that was launched in October of 2003 and the curriculum director of Salem State University's Online Retirement Management Analyst program.
Powell has also served as a lecturer at the Boston University-Financial Planning Association Lifecycle Investing for Financial Planners program. He served as a content strategist to the Financial Planning Association from 2003 to 2011 and played a key role in the development and launch of the FPA’s Virtual Learning Center, Research Center and its public-facing website.
Powell has also served as executive producer of "More Than Money," a personal finance television series produced in conjunction with Connecticut Public Television & Radio.
He was the co-author of “Decoding Wall Street,” an investment primer published by McGraw-Hill, and author "20 Tips for Retirement Investors,” published byMarketWatch.com.
Powell formerly served as Managing Director at Acadient, where he was responsible in large part for the creation and launch of the Boston University Online Program for Financial Planners, a CFP® registered program, the Center for Fiduciary Studies' Accredited Investment Fiduciary™ Web-based Program, and the Lightbulb Press' 401(k) Basics Program. Previously, Powell served as director of marketing, training and education for FundQuest, an investment management firm, and founder of MoneCast.com, an online financial education company.
From 1993 to 2000, Powell served as Managing Director and editor-in-chief of Boston-based DALBAR, Inc. where he was responsible for all aspects of the firm's multi-million-dollar publishing company: Mutual Fund Market News, Variable Annuity Market News, The Journal of Mutual Fund Services, Registered Investment Advisor, Visionaries, and “Advice, Trust & Money.”
Powell also played a lead role in creating and developing CompuServe WOW!'s personal finance and business website, and TheRightAdviser, a joint venture between DALBAR and Microsoft Corp.'s MoneyCentral that enabled consumers to search for and select a financial advisor.
Prior to joining DALBAR, Powell served for five years as personal finance and mutual funds columnist for The Boston Herald where he created "The Money Manager" column and co-wrote "On State Street." He has also served as a business reporter for the Berkshire Eagle and Boston Business Journal.
Powell has extensive internet, broadcast, print and radio experience. He has served as host or co- host of several television, radio and internet chat programs, including Consumer Portfolio on Boston Cablevision, Talk of New England on New England Cable News, The Money Manager on WMEX-AM Boston, and FundWire on AmericaOnline.
Before becoming a financial journalist in 1986, Powell worked as a registered representative for DeanWitterReynolds and as a sales representative for Marion Laboratories.
Powell was graduated with a bachelor's degree from Marquette University and a master's degree in journalism from Boston University College of Communication/ School of Management. Powell attended Boston University's Program for Financial Planners, a CFP® board-registered program. He also holds the CFP® designation.
Over the course of his 35-year career in journalism, Powell has interviewed some of the world’s leading retirement and investment experts, as well as Nobel prize winners, including Peter Lynch, Warren Buffett, Jack Bogle, John Kenneth Galbraith, Ken Heebner, Robert Merton, Richard Thaler, Zvi Bodie, Andrew Lo, Olivia Mitchell, Annamaria Lusardi, Alicia Munnell, Moshe Milevsky, Wade Pfau, David Blanchett, Michael Finke, Stephen Horan, William Bernstein, Meir Statman, Joe Coughlin, Larry Swedroe, Josh Brown, Barry Ritholtz, Brian Portnoy, Harold Evensky, Michael Kitces, and Sebastien Page.
Powell serves or has served on the following boards: Swampscott Council on Aging/Senior Center, Swampscott Contributory Retirement System; Swampscott for All Ages; Congregation Shirat Hayam Interfaith Committee; Combined Jewish Philanthropy North Shore Planning Council; Swampscott 2025 Master Plan, Swampscott Town Administrator Search Committee, Jewish Journal Boston North; Swampscott Little League; Nicholas Green Scholarship Fund; Project SAVE Armenian Archives, Boston University Program for Financial Planners; Jewish Federation of the North Shore (Mass.) Interfaith Outreach Committee; NICSA Technology Committee; and Lynn Youth Hockey. He is a member of the Society of Business Editors and Writers. He lives in Swampscott, Mass. with his wife. He has four children: triplet sons (age 26) and a daughter (22), who recently graduated from the University of Wisconsin- Madison School of Business.