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Save the Date for RIIA®’s 2017 Conference

Our Summer Conference will return to the campus of Salem State University on Monday, July 17, and Tuesday, July 18, 2017. It will be followed by our master class for Retirement Management Analysts® (RMA®) – the M-RMA boot-camp – on Wednesday, July 19, and Thursday, July 20. The conference focus will be Minding the Gaps: Mapping Compliance Solutions for the DOL's Fiduciary … {...}

An International Look at Longevity

The concern about longevity and the impact on the population is felt around the world. RIIA®’s connection to international thought-leaders provides us with a look at how this field of research is developing in other countries. In this instance – New Zealand. The Retirement Policy and Research Centre, in the Centre for Applied Research in Economics (CARE), Department of … {...}

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

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 … {...}

Can the RMA® help the Registered Investment Advisor?

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 … {...}

RIIA® IP Helps Shape “Reasons for Recommendations” in Best Interest Contracts

As an example of RIIA's Intellectual Property (IP) and value-kit for members, the Procedural Prudence map℠ (PPm℠), is a summary mapping of the more than 100 levels of service documented in the RMA® designation’s body of knowledge. RIIA members, RMA graduates and RMA students have access to the latest version of the map and to RIIA’s thought leadership that drives updates to … {...}

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10/10/16 by fg

The Voice of RMA Graduates

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RIIA's Value Proposition

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08/14/16 by admin

The Fiduciary Rule

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08/03/16 by admin

Summer Conference

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The Household Balance Sheet in Turbulent Markets

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The View Across the Silos ℠

The View Across the Silos

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News and Views

Save the Date for RIIA®’s 2017 Conference

An International Look at Longevity

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

Can the RMA® help the Registered Investment Advisor?

RIIA® IP Helps Shape “Reasons for Recommendations” in Best Interest Contracts

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