The Art of Personal Financial Planning… Post Retirement: A widening field of expertise ~ by Helen Simon DBA, CFP, RMA and Shaun Hoyes, MBA
In a field where traditional barometers of financial success such as investment performance and statistical analysis are often of secondary importance, retirement planning is a field that can realistically serve all aspects of the population: wealthy, poor, healthy, sick, young, elderly, etc –
Navigating Retirement the Merrill Lynch Way – Gil Weinreich, ThinkAdvisor
The firm’s director of investment analytics charts a holistic path toward dealing with the ‘non-Euclidean’ world of investment decumulation.
How do investing habits change as retirement nears? – Janet Kidd Stewart, Chicago Tribune
This article references Helen K. Simon, the Recipient of the 2014 Practitioner Thought Leadership Award, and her recent article in the Retirement Management Journal.
Helping advisers connect the dots about retirement planning
By Mary Beth Franklin, InvestmentNew.
Retirement Management Analysts May Help Boomers with Withdrawals
By Scott Burns, The Dallas Morning News.
Unlocking the Two Mysteries behind SPIAs
By Wade Pfau
InvestmentNews: Simple tool answers ultimate retirement question: Can I afford to retire?
by Mary Beth Franklin. (Article requires free registration to view.)
June 25, 2013
Financial Advisor IQ: Retirement Credentials That Stand Out From the
Crowd By Pam Black
Retirement Designations and Retirement Bootcamp
by Wade Pfau
Advisor Perspectives: Retirement Income Designations – Which Should You Choose?
by Wade Pfau
The Real Way To Eliminate Specious (Senior) Designations For Advisors
by Michael Kitces
InvestmentNews: More than 50 advisers have been awarded the retirement management analyst designation by the RIIA.
L&H Advisor recently published this article by Francois Gadenne on the value, opportunity, and vision behind the Retirement Management Analyst Designation and how the advanced education helps retirement income businesses, institutions, advisors and their clients.
RIIA’s VLC webinar on dealing with declines in financial literacy
& other issues of an aging client base and featuring Michael Finke of Texas Tech and Jack Tatar of GEM Research Solutions, was featured in
Bank Investment Consultant.
Institutional Investor: Getting closer to being able to explain fragility in economic systems. Being too close to a rate of return on wealth of zero is not a good place to be. A little push in the wrong direction and there can be accelerating decline.
RIIA Spring Conference Speakers Andy and Susan Stone are featured in the Chicago Tribune and Baltimore Sun for their use of the RMA curriculum to take reins on retirement planning.
Francois Gadenne shares the three disruptions of retirement income planning in Life&Health Advisor magazine.
Jack Tatar mentions RIIA’s Spring Conference and research from Larry Cohen, long-time RIIA supporter and presenter, in his recent article,
“Pay College Athletes by Funding Their IRA,” in MarketWatch.
Andy and Susan Stone, presenters at the upcoming RIIA Spring Conference, are featured in a retirement income planning column sharing tips for how retirees can better manage their retirement income security. RIIA’s Francois Gadenne is also quoted on how retirees will have to “work every lever possible” to maximize income from their nest eggs.
Income: The Three Disruptions, Altering the status quo of retirement & longevity planning, by Francois Gadenne
The Advisory Career: A Field of Dreams.
How Boston’s Wealth2K is re-educating today’s financial advisors to succeed as income planners and help their clients’ survive retirement