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News and Views
Previews: RIIA’s Summer Conference Panels
Over the coming months we will be sharing previews of some of the topics to be covered at RIIA®’s upcoming summer conference: “Minding the Gaps: Helping People Move Where They Need to Be.” The conference will take place at Salem State University, Salem, MA, 20 miles north of Boston on July 18-19. See agenda. Francois Gadenne and Kerry Uffman, PFS, CFP®, CFA®, RICP and … {…}
RIIA® Membership is a Put Option on the Present and a Call Option on the Future
In most business silos, industry players and advisors are facing a tough market with a lot of competition. Additionally, demographics (retiring Boomers) and technology (robo-anything) are fundamental business disruptions and challenge the stable strategic goals of institutions, thus they require changes that go beyond the traditional tactical adaptations to business as … {…}
Perspectives: What Is Goals-based Planning?
Goals-based planning emerged in response to the unmet retirement planning needs of Affluent/Constrained clients (using the terminology developed by RIIA® for the RMA® (Curriculum). High Net-Worth/Over-funded clients, who are similar in nature to pensions and endowments, have their retirement planning needs sufficiently well met with traditional Wealth Management. The RMA … {…}
Webinar – YOLO: Mortality Beliefs and Household Finance Puzzles – April 6
Webinar: YOLO: Mortality Beliefs and Household Finance Puzzles Date: Wednesday, April 6th, Noon (EST) Register for this free webinar How do beliefs about one’s mortality affect a person’s financial decisions? In this talk, Dr. Rawley Heimer will discuss recent research on individual beliefs about survival and longevity. The research considers not just what people … {…}
RIIA® Advisor Outreach Campaign Builds Awareness and Sign-ups for RMA® – Next SSU Class April 25
A direct to advisor outreach campaign launched in January is building awareness of RIIA®’s highly-valued Retirement Management Analyst® (RMA®) designation within the advisor community. Working with Financial Media Group (FMG), RIIA is actively promoting the RMA through emails to 32,000 advisors and inviting them to sign up for the Salem State University distance learning … {…}