Why Financial Professionals Choose the RMA®

In January, RIIA® announced the newest group of Retirement Management Analyst® graduates. See why these financial professionals chose the RMA® for their next level of development and compare to Michael Kitces’ recommendation for meeting the duties of a fiduciary: A RIIA® Board member took the course and exam as a form of independent quality assurance, providing a report back to the … {Read more...}

Last Chance to Register!

This is the last week to register for the winter quarter Retirement Management Analyst® (RMA®) online course at Salem State University. RIIA® members – use the code "RMA16" for your $395 member discount. RMA graduates – use the code "RMACE" to receive your $1,000 discount. Wondering if the RMA is for you? Learn more about the program and what others say about it through the links … {Read more...}

Retirement Management Analyst® (RMA®) Summary Syllabus

Michael Kitces described the RMA designation as one of the “…rigorous designations that include both education and an advice process…” providing “…a likely path of safety for Financial Institutions” to meet their fiduciary duty. (Read Michael’s full article here.) This summary of the RMA class syllabus provides an overview of the coursework and time commitment to become a Retirement Management … {Read more...}

CANNEX Brings Greater Transparency to the U.S. Annuity Market

Drawing upon almost four decades of comparative pricing, illustration and valuation expertise, RIIA® member CANNEX Financial Exchanges will launch its new deferred annuity benefit comparison tools in the first quarter of 2017.  The new service, currently being tested by clients, provides an independent and objective way to determine the economic suitability of variable annuity and fixed … {Read more...}

Webinar Replay: What’s the Deal with Retirement Communities? - February 2

Date: Thursday, February 2, noon – 1 pm ET Replay is available in the member area. With a rapidly aging population, financial advisors and other planning professionals will begin to get more questions about senior living and closely related topics. But with so many types of choices and consideration, how can you best guide your clients through the important decisions? Brad’s presentation is … {Read more...}

Announcing RIIA®’s Newest RMA®’s!

RIIA is pleased to announce the most recent graduates of the Retirement Management Analyst® certification program. To earn the RMA designation, a candidate commits to a robust program that includes: -          Receiving approval to become a candidate in a pre-qualification process -          Attending, and passing, an approved course of study taught at an accredited university (link to … {Read more...}