RIIA’s Perspective

by Simon Erskine Locke

This topic contains 5 replies, has 2 voices, and was last updated by fg 4 months ago.

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03/23/2016 at 11:17 am #4578

Simon Erskine Locke
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07/01/2016 at 4:03 pm #5085

fg
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By now we may be able to connect the dots as you looks at this group of N&Vs, including this latest on efficiency vs. effectiveness:

http://riia-usa.org/do-you-deliver-income-effectiveness-in-addition-to-portfolio-efficiency/

06/27/2016 at 11:25 am #5050

fg
Participant

This discussion topic regroups the more interesting Perspectives News&Views so that you do not have to hunt around the archives in order to find them.

Here is the last one:

http://riia-usa.org/updated-link-perspectives-the-2016-rma-practice-manual-and-the-updated-procedural-prudence-map/

06/19/2016 at 3:16 pm #5010

fg
Participant

Our perspective is being adopted by others:

http://riia-usa.org/no-portfolio-is-an-island-because-all-portfolios-trace-a-specific-path-on-riias-procedural-prudence-map%e2%84%a0/

06/10/2016 at 10:54 am #4977

fg
Participant

As we prepare for the Summer Conference, see the important perspectives that we published in early June:

http://riia-usa.org/how-complete-is-your-retirement-planning-process/

http://riia-usa.org/how-can-you-check-the-completeness-of-your-retirement-policy-statement%E2%84%A0/

http://riia-usa.org/riias-household-balance-sheet-view%E2%84%A0-a-map-for-the-strategic-use-of-retirement-planning-in-the-development-of-new-business-model-compliance-and-data-collection-projects-under-t/

http://riia-usa.org/the-three-disruptions-the-fiduciary-rule-is-a-symptom-of-a-fundamental-demographic-cause/

05/30/2016 at 7:00 pm #4925

fg
Participant

Sometimes, our RIIA perspectives get really personal:

http://riia-usa.org/perspectives-entrepreneurial-lessons-for-changing-times-graduations/
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Save the Date for RIIA®’s 2017 Conference

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Date: Wednesday, November 2, noon – 1 pm ET Replay temporarily unavailable, please check back. 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 … {…}

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For all RIAs, and for various reasons, the SEC is generally expected to publish a fiduciary rule that essentially reflects the DOL standards– and hopefully better defines – the demands that will apply to IRAs. The speculation on making it a general, more demanding standard for all RIA activity is more diverse. Of course, the “when” is a bigger issue – it’s not expected to be … {…}

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