Summer Conference: Asset Dedication Announced as a Bronze Sponsor
RIIA® is pleased to announce that Asset Dedication will be a Bronze Sponsor of the summer conference “Minding the Gaps: Helping People Move Where They Need to Be.” The conference will be held July...
View ArticlePreview: The Intersection of Retirement-Income Planning and Special-Needs...
A new paper, “The Intersection of Retirement-Income Planning and Special-Needs Planning”, a paper by Anthony R. Bartlett, ChFC, CASL, AEP® and Neil D. Blicher, MBA, CFP®, is to be published in the next...
View ArticleRetirement Management Journal® (RMJ®), Practitioner Issue, available now!
To complement RIIA®’s Summer Conference, the Retirement Management Journal, Volume 6, Issue 1, is now available to members as a pdf in the Member Area, www.riia-usa.org. Non-members may purchase hard...
View ArticleSee You at the Conference!
RIIA’s 2016 Summer Conference Starts Monday, July 18 Join us at RIIA®’s 2016 Summer Conference & Master RMA® Bootcamp at Salem State University next week and earn up to 8 CFP CE credits plus up to...
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Webinar – The New Fiduciary Rules: What Do You Need to Know and Do Now? –...
The New Fiduciary Rules: What Do You Need to Know and Do Now? Date: Wednesday, July 27, noon – 1 pm ET Register This webinar will include: A timely and pertinent review of the fiduciary law as...
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Webinar Replay – The New Fiduciary Rules: What Do You Need to Know and Do...
The New Fiduciary Rules: What Do You Need to Know and Do Now? Date: Wednesday, July 27, noon – 1 pm ET Replay This webinar will include: A timely and pertinent review of the fiduciary law as published...
View ArticleThe Role of Flexibility in Successful Retirement Planning
Tamara Burden, Managing Director – Pension and Endowment Risk Management at Milliman Financial Risk Management LLC, shared her thoughts on successful retirement planning at RIIA’s recent Summer...
View ArticleMichael Kitces, DOL Fiduciary Rule, FinTech and the RMA® – What’s the...
Last week’s Summer Conference and Master-RMA boot-camp was a great event. After 19 conventional (hotel, suit-and-tie, traditional presentations) Spring and Fall Conferences over the last 10 years, we...
View ArticleEmbracing the 86 Levels of Service in RIIA®’s Procedural Prudence℠ Map
Investment professionals are keenly focused on generating positive alpha – performance of assets above their benchmark. But there is actually more value to be had in quality advice as it affects the...
View ArticleModel Risk for Risk-of-Ruin Models
Risk of ruin is commonly used to refer to the probability of running out of money in retirement, assuming you do not adjust your spending. It is a mathematical construct that is intended to help a...
View ArticleThe Household Balance Sheet℠ View and the DOL Fiduciary Rule
The headliner of our conference in July was clearly Marcia Wagner, who talked with us about not only the letter of the DOL fiduciary rule, but also the spirit of the regulation. Marcia’s law firm, the...
View ArticleRIIA® and the RMA®
What is the Retirement Management Analyst® designation and why would you invest in this designation? Curious how it can help you deliver better solutions to your clients? Here are a few quick links:...
View ArticleAddressing Common Data Challenges for DOL Fiduciary Rule Compliance
When the Department of Labor’s new fiduciary rule went into effect on June 7, 2016, it signaled changes to the traditional advisory model from commission to fee-based compensation and will...
View ArticleHow Do You Know If You Are on Track?
Dana Anspach, CFP®, RMA®, founder of Sensible Money, LLC and About.com’s MoneyOver55 expert since 2008, shares excerpts from a recent newsletter to her clients about the differentiating value of the...
View ArticleConfused. Confounded. Exasperated.
These are the words most commonly used by pre-retirees when they start trying to understand and untangle the very complicated Social Security program. It is astounding that some 75% of all Social...
View ArticleThe Value of the RMA® – The Practitioner’s Viewpoint
At the summer conference, RIIA®’s own Joan Boros led a panel discussion focused on the value of the RMA® (Retirement Management Analyst®) designation. She was joined by Dan Keady, Senior Director of...
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Don’t Forget About Taxes and Inflation
We’re pleased to provide this summary from a recent blog by Jim Koch, RMA®, founder and principal of Koch Capital Management, an independent Registered Investment Advisor (RIA). It includes RIIA®’s...
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Webinar – Pass Down Wisdom with Wealth – Sept. 7
Pass Down Wisdom with Wealth Date: Wednesday, September 7, noon – 1 pm ET Register An Allianz survey asked Baby Boomers to rank priorities when granting an inheritance. By a factor of 8-1 they prefer...
View ArticleRisk Tolerance vs. Risk Capacity – What Do I Expect from My Advisor?
Max Osbon, Osbon Capital Management, shared his article with us, “Am I Risk Tolerant?”. It highlights the changing needs of the retiree from the traditional rules of thumb of financial planning for...
View ArticleIs the RMA® on Your Firm’s Approved List?
RIIA® believes the DOL Fiduciary Rule validates our focus of eleven years (and counting) on developing retirement planning competence for all advisers in all distribution channels. The 2016 Practice...
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