Webinar: Liability Driven Strategies for Retirement Income Solutions – May 17

Date: Wednesday, May 17, noon – 1 pm ET This session will explore income solutions and how they fit into a holistic retirement income plan including Target Date strategies, the evolution of QDIA’s and a new, innovative Liability Investment Driven (LDI) strategy incorporated into QDIA/default strategies. Register Presenter: Timothy J. Pitney, TIAA, Managing Director, Institutional … {Read more…}

“Finance for Normal People…”, Dr. Meir Statman, RIIA®’s 2017 Summer Conference Keynote Speaker

Meir Statman, Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, has just published his most recent book, Finance for Normal People: How Investors and Markets Behave. In his introduction to the book, Dr. Statman writes: “Behavioral finance presented here is a second generation behavioral finance. The first generation, starting in the early 1980s, largely … {Read more…}

Webinar Replay: Money & Women: Why Talking Sports, Sex, & Scare Tactics Don’t Work – May 3

Date: Wednesday, May 3, noon – 1 pm ET Replay Looking to win more new women clients and retain the ones you have? This webinar will help you step back and assess your chances of success.   It’s time to move beyond phrases like “skating to where the puck is going” or “we’re in the top of the 7th inning of our planning”. It’s important to know if you are being perceived as patronizing or … {Read more…}

RIIA’s Summer Conference – How To Get There, Where To Stay

RIIA®’s Summer Conference in Salem, “Minding the Gaps: Mapping Compliance Solutions for The DOL’s Fiduciary Rule and Beyond…,” will take place July 17 – 18, 2017, at Salem State University (SSU) in Salem, MA, 20 miles north of Boston. Register now (Early Bird discounts available until April 30th). The conference will open with a presentation of our CTR Research Program paper by Patrick … {Read more…}

RIIA® to Present New Research at IMCA’s 2017 Annual Conference Experience

On May 1, Francois Gadenne, RIIA’s Executive Director, will make the first public presentation of our CTR Research Program at IMCA’s 2017 Annual Conference Experience being held April 30 – May 3, 2017. This research samples historical professional and academic literature on investment, wealth and retirement planning to highlight the widely varied recommendations for retirement planning. It … {Read more…}

Reminder: RIIA® Brings Members Special Access to Financial Technologies Forum

Attend this one day conference on the digital revolution through and receive a special discounted rate as a RIIA member. The EDHEC-Risk Institute, KAIST, Princeton and Tsinghua Universities are hosting an international series of conferences on financial technologies as a forum to facilitate discussion among all interested parties (academics, practitioners and regulators) around the world. … {Read more…}