Replay Webinar: Advisors and the Delivery of Retirement Income Support – June 7

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Date: Wednesday, June 7, noon – 1 pm ET Replay This presentation is based on the 2016 report “Advisors and the Delivery of Retirement Income Support”. It will focus on how delivery is changing given the dynamic marketplace and the ways advisors manage portfolios for retirement income clients. This session will review the processes, products, philosophies favored, as well as key challenges … {Read more...}

Quick Tips – RIIA®’s Summer Conference

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Quick facts and information on RIIA’s content-rich Summer Conference and RMA® Master Class: CFP® and RMA CE credits. Conference sessions begin at noon on the 17th and end at noon on the 18th to allow for convenient travel as well as socializing with peers and speakers. Focused 45-minute sessions with ample time for Q&A. Topics determined by RMA professionals for practical … {Read more...}

Join RIIA

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With a View Across the Silos℠, RIIA membership provides access to a range of insights from across product categories and retirement disciplines, creating value for institutional and individual members. Members can access a network of peers and gain time-to-market advantage with Thought Leadership. Institutional membership provides free individual memberships for all employees through a simple … {Read more...}

Register: Summer Conference

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RIIA is now accepting registrations for our 2017 Summer Conference: “Minding the Gaps: Mapping Compliance Solutions for The DOL’s Fiduciary Rule and Beyond... .” Read why Michael Kitces calls this the “Best Conference On Retirement Planning: RIIA Summer Conference 2017“. Click here to register. View 2017 Summer Conference pricing, including Early Bird discounts. The conference will take … {Read more...}

Partner or Sponsor RIIA®

Partnership

If the gaps in your retirement advisory process or institutional practices put you and your clients at risk, RIIA® provides members with the market’s best performing asset: Validated Knowledge. RIIA gives you access to ten years of client-focused experience with researchers and peers who belong to a thousand-strong network of clients, advisors, vendors, distributors and … {Read more...}

RIIA’s Value Proposition

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If the gaps in your retirement advisory process or institutional practices put you and your clients at risk, RIIA® provides members with the market’s best performing asset: Validated Knowledge. RIIA gives you access to ten+ years of client-focused experience with researchers and peers who belong to a thousand-strong network of clients, advisors, vendors, distributors and … {Read more...}