Marcia Mantell

“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 … {…}

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 … {…}

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 … {…}

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 … {…}

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) … {…}

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05/04/17 by fg

Robo "Strategery"

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10/10/16 by fg

The Voice of RMA Graduates

Ah! Here is the link to Dana’s {…}
10/10/16 by fg

RIIA’s Value Proposition

This was a year of changes for {…}
08/14/16 by admin

The Fiduciary Rule

Many great News&Views on t {…}
08/03/16 by admin

Summer Conference 2016

Here is the next N&V summa {…}

Marcia Mantell

@mmantell

News and Views

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

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

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

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

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

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