Webinar: The Intersection of Retirement Income Planning & Special Needs Planning – Nov 2

Date: Wednesday, November 2, noon – 1 pm ET Register This webinar outlines the most important areas of conflict between the best practices of retirement income planning and special needs planning. In many cases, resources must support our clients in retirement, or must support their special needs dependent, and generally cannot accomplish both. Presenters: Anthony Bartlett, ChFC, CASL, … {Read more…}

Michael Kitces, DOL Fiduciary Rule, FinTech and the RMA® – What’s the Connection?

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 decided to innovate with this first Summer Conference (campus, business casual, discussant/moderator presentations). We also combined the conference with our first Master-RMA boot-camp.The bottom line: … {Read more…}

Addressing 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 substantially change product fees and features. Many within the industry are scrambling to understand which approaches to take, whether they should comply, or just get out of the business. Those that remain have … {Read more…}

The 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 Wagner Law Group, focuses on ERISA regulation and has in fact created one of the largest bodies of case law on that topic.  She has emerged as one of the foremost legal experts on the DOL fiduciary … {Read more…}

Tools to Create Client Specific Outcomes

Exclusive tools to create comprehensive, client-specific outcomes Learn about the independent software application that implements the RMA Curriculum in addition to RIIA®’s many other opportunities for Continuing Education including the measured learning outcomes from the RMA® distance learning programs at accredited universities. Clearly and concisely answer your clients’ question: “Where … {Read more…}