With attendees at Tiburon’s 30th CEO Summit anticipating today’s announcement of the new DOL Fiduciary Rule, the implications of the rule were a consistent theme across Tuesday’s presentations and discussions. As a participant at the event, my takeaway from Tiburon Strategic Advisors’ presentations was the importance of focusing on retirement planning as the what’s next for … {…}
A new book for individuals planning for retirement and seeking more information about RIIA®’s Retirement Management Analyst® (RMA®) designation is now available on Amazon. The book, authored by Francois Gadenne, Co-Founder, Chairman and Executive Director of RIIA, explains the RMA and the value of working with an advisor with the RMA designation – which demonstrates the … {…}
RIIA® is now sharing daily “News & Views” posts on our new interactive website (www.riia-usa.org) directly with all of our members and individuals who have engaged with RIIA through the Virtual Learning Center and past conferences. News & Views posts fall into five main categories: “Perspectives” on retirement planning from RIIA’s leadership “Commentary” from … {…}
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 … {…}
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 … {…}