About Us

Robert Powell

CFP®, RMA®, Director of Retirement Education

Robert Powell, CFP®, is a long-time award-winning financial journalist whose work appears regularly in TheStreet.com, USA TODAY, The Wall Street Journal, MarketWatch, and AARP. He is the editor and publisher of TheStreet’s Retirement Daily.

Powell also serves as the editor-in-chief of the Investments and Wealth Institute’s (IWI) Retirement Management Journal, 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 co-founder of Parting Glass Productions.

Previously, Powell served as the editor of Retirement Weekly and as the curriculum director of Salem State University’s Online Retirement Management Analyst program. Powell also served as a content strategist to the Financial Planning Association; executive producer of “More Than Money,” a personal finance television series created with the Connecticut Public Television & Radio; and co-author of “Decoding Wall Street.”

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, and the Center for Fiduciary Studies’ Online Accredited Investment Fiduciary™ Program.

Powell served as Managing Director and editor-in-chief of Boston-based DALBAR, Inc. 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, and Registered Investment Advisor. Powell played a lead role in creating and developing TheRightAdviser, a joint venture between DALBAR and Microsoft Corp.’s MoneyCentral that enabled consumers to search for and select a financial advisor.

Before joining DALBAR, Powell was the personal finance and mutual funds columnist for The Boston Herald, where he created “The Money Manager” column and co-wrote “On State Street.” And prior to becoming a financial journalist, Powell worked as a registered representative for DeanWitterReynolds.

Powell graduated with a bachelor’s degree in English Literature from Marquette University and a master’s degree in journalism from Boston University College of Communication/School of Management.

Powell serves or has served on the following boards: Swampscott Council on Aging/Senior Center, Swampscott Contributory Retirement System; Swampscott for All Ages; Swampscott 2025 Master Plan, Jewish Journal Boston North; Swampscott Little League; Nicholas Green Scholarship Fund; Project SAVE Armenian Archives, and Lynn Youth Hockey. He is a member of the Society of Business Editors and Writers. He lives in Swampscott, Mass., with his wife. They have four children: triplet sons and a daughter.