Francois Gadenne

Ah! Here is the link to Dana’s book:

http://riia-usa.org/the-book-inspired-by-the-rma-curriculum/

This was a year of changes for us, a transition from the first 10 years (getting it right) to the second 10 years (scaling it up).

http://riia-usa.org/riia-2016-year-in-review/

The second edition of Dana Anspach (CFP, RMA) is wonderful.

http://riia-usa.org/second-edition-riia-client-focused-book-launched-whats-the-deal-withthe-retirement-management-analyst/

Remember that this second edition, like the first edition, is on the RMA’s Essential Readings List and qualifies towards your RMA CE credits for annual re-certification.

what is the value to you as an individual member?

http://riia-usa.org/what-do-you-get-when-you-join-riia-as-an-individual-member/

How can we think systematically about the critical issues?

http://riia-usa.org/perspectives-the-impact-of-language-blindness/

To think systematically about the critical issues, we need a map.

We have a map: The RMA curriculum and its summary: The Procedural Prudence map.

http://riia-usa.org/wp-content/uploads/2016/01/Proceedural-Prudence-Map.pdf

How are Robos affected by the question “What is complete retirement advice?” in the context of the Fiduciary Rule and the definition of what is in the Best Interest of the client?

http://riia-usa.org/perspectives-limraloma-conference-notes-from-a-great-conference/

Does this issue of completeness for retirement advice affect advisors differently…[Read more]

Key questions that we are discussing with the membership and that will be part of our Summer Conference presentations:
– What is complete retirement advice?
– What is a complete retirement process flow?

http://riia-usa.org/perspectives-limraloma-conference-notes-from-a-great-conference/

Here is what you can do to join the discussion, see link below:

http://riia-usa.org/discuss-share-perspective-with-retirement-thought-leaders/

Good to be asked for an award submission that explains what we do and how we promote it. See link below:

http://riia-usa.org/award-nomination-shows-riia-message-is-resonating-in-the-industry/

Tune in on the forthcoming webinar:

http://riia-usa.org/webinar-retirement-planning-and-health-care-findings-from-healthview-services-new-2016-retirement-health-care-costs-data-report/

You likely noticed a few News&Views that presented the membership benefits that derive from RIIA’s promotional channels.

Here are a few links so that you do not have to go hunt for them in the News&Views archive, even though we have a “key word” search facility on the bottom left of the Home…[Read more]

Question from Ron: Is the Conference agenda visible on ly to RIIA members?

Answer:

The Conference Agenda is visible to all on this public website, here are a few links that get you to…[Read more]

Speakers are posting their presentations on the members-only website so that members can look at them before, during and after the conference.

Speakers are also posting News&Views about their presentations before the conference. Some of them will also have peer-reviewed papers in the post-conference RMJ issue (sponsored by Milliman) that we will…[Read more]

Coming back from LIMRA’s retirement conference in Boston, see below raw notes and observations:

Insurance Company speakers going through the stages of grief:
– challenging the legitimacy of the DOL,
– protesting the impacts of the rule,
– looking for providers of workarounds that fit in current product
processes so that they can treat BIC as…[Read more]

Registrations are now open for the September cohort. See links below on this site:

http://riia-usa.org/registration-is-now-open-for-the-next-rma-class-at-salem-state-university/

and directly to the SSU registration site:

http://www.eventbrite.com/e/retirement-management-analyst-online-program-tickets-24926749579?aff=eac2

SSU’s experience with thousands of online programs is reflected in the continuous development of their RMA online class as we now prepare for the September cohort. I am eager to show students new features that provide faster and easier access to the 6th Edition readings and video summaries of the RMA Curriculum.

The combination of traditional…[Read more]

Yesterday’s News&Views provided a client view on the Fiduciary Rule.

http://riia-usa.org/perspectives-the-impacts-of-the-fiduciary-rules-summer-conference-panel/

An earlier News&Views presented the history behind the development of our client-focused organizational DNA.

http://riia-usa.org/perspectives-walking-the-path-of-the-client/

As you likely noticed, some of our daily News&Views provide a preview of the session topics of the Summer Conference in Salem.

See below, the current list of these…[Read more]

As you likely noticed, some of daily News&Views provide a preview of the session topics of the Summer Conference in Salem.

See below, the current list of these…[Read more]

This comment adds the link to Marcia Wagner’s summary of the rule.

http://riia-usa.org/commentary-the-department-of-labors-finalized-fiduciary-rule-what-you-need-to-know-2/