Matt Sommer, PhD, CFA, CFP®
Matt Sommer is Head of Specialist Consulting Group at Janus Henderson Investors. 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. Before assuming his current role in 2023, Matt was head of the firm’s defined contribution and wealth advisor services team and lead behavioral finance researcher and wealth strategist. Prior to joining Janus in 2010, Matt 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.
Matt 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. Matt is a frequent guest on CNBC and Bloomberg TV, a regular contributor to Kiplinger’s Building Wealth column and has been extensively quoted in various industry publications including the Wall Street Journal, Barron’s, and Investment News. He has 31 years of financial industry experience.
Articles Written
Investor Survey: Advisors offer much more than investment advice
Our survey found that advised clients tend to be more confident and less likely to make investing mistakes due to emotions.
Investor Survey: Uncovering the factors that lead to client satisfaction
Findings from our latest Investor Survey reveal what factors appear to influence clients’ satisfaction with their advisor relationship.
Reevaluating cash balance retirement plans in a new rate environment
How cash balance retirement plans may help advisors address the needs of highly compensated clients aiming to sustain their desired income level through retirement.
How advisors and clients can mitigate the risk of financial exploitation
Insights on the growing problem of financial exploitation and how advisors can help older adult investors mitigate the risk.
IRS once again delays final regulations for inherited IRAs
Breaking down the timeline of recent changes to regulations for inherited IRA distributions.
Study: Use of securities-based loans is tied to financial knowledge and advisor use
A new study explores the relationship between financial advisor use and financial knowledge and the use of securities-based loans.
Study: Financial literacy and naming a trusted contact for brokerage accounts
A new study examines the relationship between financial literacy and naming a trusted contact for brokerage accounts.
Time for an IPS Refresh: Incorporating Emerging Trends into Your Plan Design
Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.