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Many great News&Views on the Rule since the Summer…[Read more]

Here is the next N&V summarizing a speaking session from our Summer Conference in Salem:

http://riia-usa.org/model-risk-for-risk-of-ruin-models/

This was a great Summer Conference. After 19 traditional conferences, we tried a new conference model. Not only were the atmospherics and logistics great, the substance was so good that it changes minds, including ours. For details, see link below:

http://riia-usa.org/michael-kitces-dol-fiduciary-rule-fintech-and-the-rma-whats-the-connection/

We…[Read more]

If you have not seen Marcia Wagner’s presentation at the Summer Conference, you can see it in the members-only area.

You will be amazed to see how RIIA’s IP create the due-diligence framework for the DOL’s Fiduciary Rule.

Our first 2016 issue is now on Amazon:

http://riia-usa.org/retirement-management-journal-rmj-practitioner-issue-available-now/

Here we go!The Conference starts tomorrow.

http://riia-usa.org/see-you-at-the-conference/

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/

Here is another RMA voice:

http://riia-usa.org/how-does-brexit-impact-rma-graduates-and-their-clients/

We are preparing a recap communication about the Conference.

Before we publish the recap, note our sponsors: Milliman (Gold), TIAA (Silver) and…

http://riia-usa.org/summer-conference-income-discovery-announced-as-a-bronze-sponsor/

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/

A few important updates about the conference in the last few…[Read more]

The members-only site has free downloads that alone are well worth the price of membership:

http://riia-usa.org/riia-members-only-website-refreshed-and-updated-powered-by-memberclicks/

Our members-only site, alone, is well worth the price of membership:

http://riia-usa.org/riia-members-only-website-refreshed-and-updated-powered-by-memberclicks/

Read this to get a sense of where RIIA is going with the Fiduciary Rule:

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

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/

Do you know where the conference is taking place?

http://riia-usa.org/riia-summer-conference-latest-agenda-and-location-enterprise-center-located-on-salem-state-universitys-campus/

do you know how to get to the Summer Conference in Salem?

Directions:

http://riia-usa.org/coming-soon-riia-summer-conference-july-18-19-agenda-sign-up-travel-and-hotel-logistics/

As we prepare for the Summer Conference, see the important perspectives that we published in early…[Read more]

As we prepare for the Summer Conference, see the important perspectives that we published in early…[Read more]

As you can see we are continuing the series of News&Views that articulate the links between the Fiduciary Rule and the matching value of RIIA’s RMA curriculum. In this post we explore the strategic use of retirement planning under the requirements of the…[Read more]