IMCA Investments & Wealth Monitor Publishes Collins/Gadenne “CTR” Paper
IMCA® has published “The Shapes of Retirement Planning: Are You a Curve, a Triangle, or a Rectangle?”, authored by Patrick Collins, principal, Schultz Collins, Inc., and François Gadenne, executive...
View ArticleRetirement Challenge – An Industry Q&A – #2
Listen to the second video by Chris Allen, founder and principal of Investius, who spoke with attendees at RIIA’s 2017 Summer Conference, July 17 and 18 in Salem, Massachusetts, about the challenges...
View ArticleRIIA® News – Retirement Management Analyst® in the News
Congratulations to Rick Fine, MBA, CFP®, RMA®, Sensible Financial Planning and Management LLC, on his promotion to Principal and Shareholder! Rick started with Sensible Financial® as a part-time intern...
View ArticleRIIA® News: Retirement Income – An Industry Q&A – #3
Chris Allen, founder and principal of Investius, spoke with attendees at RIIA’s 2017 Summer Conference, July 17 and 18 in Salem, Massachusetts, about the challenges and opportunities facing...
View ArticleRIIA® News – Retirement Income Journal asks “What Kind of Advisor Are You?”
In the July 27 issue of the Retirement Income Journal (RIJ), editor Kerry Pechter’s headline asks “Curve, Triangle, or Rectangle: What Kind of Advisor Are You?” In this first of two articles, he...
View ArticleRIIA® News – Society of Actuaries 2017 Living to 100 Monograph Available
As a participating organization, RIIA is pleased to support the Society of Actuaries (SOA) and the 2017 Living to 100 International Symposium. The event, held in January of this year, attracted...
View ArticleRIIA® News: Retirement Risk – An Industry Q&A – #4
Chris Allen, founder and principal of Investius, spoke with Christine Russell, Senior Manager, Retirement & Annuities, TD Ameritrade, at RIIA®’s 2017 Summer Conference in July about the challenges...
View ArticleRIIA® News – Updated Registration Link for RMA® Class
Salem State University recently updated their registration site for the September 11th Retirement Management Analyst® online class. The new registration page is here, or you can visit our website and...
View ArticleRIIA® News: Retirement & Longevity – An Industry Q&A – #5
Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and...
View ArticleRIIA® News – The Totality of Holistic Retirement Income Planning in the U.S.
Last week’s solar eclipse was a unique experience that professionals and regular citizens prepared and planned for over months and years. Experiencing the totality of the eclipse was a...
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Webinar – Mass-Customization of Goal-Based Investment Solutions: The New...
Date: Wednesday, September 6, noon – 1 pm ET Register Existing financial products marketed as “retirement investment solutions” do not meet the needs of future retirees in securing their essential...
View ArticleRIIA® News: Retirement Spending – An Industry Q&A – #6
How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning...
View ArticleRIIA® News: Retirement Spending – An Industry Q&A – #6
How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning...
View ArticleRIIA® News: Retirement Experience – An Industry Q&A – #7
Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and...
View ArticleRIIA® News: Retirement Experience – An Industry Q&A – #7
Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and...
View ArticleRIIA® News: Retirement Future – An Industry Q&A – #8
What needs to change to improve the retirement income picture for individuals and advisors? Hear what financial planning professionals told Chris Allen, founder and principal of Investius, at RIIA®’s...
View ArticleRIIA® News: Retirement Future – An Industry Q&A – #8
What needs to change to improve the retirement income picture for individuals and advisors? Hear what financial planning professionals told Chris Allen, founder and principal of Investius, at RIIA®’s...
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Webinar: Leading an Effective Retirement Conversation – September 20
Date: Wednesday, September 20, noon – 1 pm ET Register For most consumers, their goals and objectives start with their emotional needs, their confidence in meeting those needs, and their comfort that...
View ArticleRIIA® News: Retirement & CEFs – An Industry Q&A – #9
Is a closed end fund (CEF) useful in providing retirement income? That depends – on your strategy and your client’s needs. Financial planning professionals share their perspective with Chris Allen,...
View ArticleRIIA® News: Retirement & CEFs – An Industry Q&A – #9
Is a closed end fund (CEF) useful in providing retirement income? That depends – on your strategy and your client’s needs. Financial planning professionals share their perspective with Chris Allen,...
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