RIIA® News – Updated Registration Link for RMA® Class

Salem State University recently updated their registration site for the September 11^th Retirement Management Analyst® online class. The new registration page is here, or you can visit our website and find all the information for the RMA program including pre-qualification, pricing, and what financial professionals say about the program.

There are still a few seats available for the upcoming class – register now!

(If you registered under the prior site, please contact [email protected] or [email protected] to confirm your status.)

RIIA® News: Retirement Spending – An Industry Q&A – #6

How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, … {…}

Replay Webinar – Mass-Customization of Goal-Based Investment Solutions: The New Frontier in Digital Wealth Management Services – September 6

Date: Wednesday, September 6, noon – 1 pm ET Replay Existing financial products marketed as “retirement investment solutions” do not meet the needs of future retirees in securing their essential goals of minimum levels of replacement income (focus on safety) while generating a relatively high probability of achieving their aspirational goals, expressed in … {…}

RIIA® News – The Totality of Holistic Retirement Income Planning in the U.S.

Last week’s solar eclipse was a unique experience that professionals and regular citizens prepared and planned for over months and years. Experiencing the totality of the eclipse was a once-in-a-lifetime opportunity for many in America who found themselves properly positioned in the path of totality. But what does that have to do with retirement income planning? Let’s … {…}

RIIA® News: Retirement & Longevity – An Industry Q&A – #5

Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, Chris asks “Are clients prepared to live longer?” The key, we learn, is to plan for longevity, i.e. the odds that … {…}