Webinar: Which Annuity is Better? A New Approach to Determine Economic Suitability of Annuity Transactions for Clients – April 5

Webinarcropped

Date: Wednesday, April 5, noon – 1 pm ET Register Hardly a week goes by without the news of enforcement actions taken by regulators penalizing broker/dealer, financial advisor or product manufacturers of violating suitability requirements by selling a product not in the best interest of clients. The variety of product rules and benefit rider combinations embedded in variable and fixed … {Read more...}

Webinar: Which Annuity is Better? A New Approach to Determine Economic Suitability of Annuity Transactions for Clients – April 5

Webinarcropped

Date: Wednesday, April 5, noon – 1 pm ET Register Hardly a week goes by without the news of enforcement actions taken by regulators penalizing broker/dealer, financial advisor or product manufacturers of violating suitability requirements by selling a product not in the best interest of clients. The variety of product rules and benefit rider combinations embedded in variable and fixed … {Read more...}

RIIA® Announces 2017 Conference & RMA® Master Class Bronze Sponsors

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Join Bronze conference sponsors, Asset Dedication and Schultz Collins, Inc., at RIIA’s 2017 Summer Conference and Retirement Management Analysts® (RMA®) Master Class July 17 – 20 on Salem State University’s campus in Salem, MA. Asset Dedication is a turnkey asset management platform for financial planners.  The firm’s goals-based (liability driven) approach aligns investments with the spending … {Read more...}

RIIA® Announces 2017 Conference & RMA® Master Class Bronze Sponsors

bridging

Join Bronze conference sponsors, Asset Dedication and Schultz Collins, Inc., at RIIA’s 2017 Summer Conference and Retirement Management Analysts® (RMA®) Master Class July 17 through 20 on Salem State University’s campus in Salem, MA. Asset Dedication is a turnkey asset management platform for financial planners.  The firm’s goals-based (liability driven) approach aligns investments with the … {Read more...}

Are you registered for RIIA®’s 2017 Conference & RMA® Master Class?

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Our Summer Conference returns to the campus of Salem State University on Monday, July 17, and Tuesday, July 18, 2017. It will be followed by our Retirement Management Analysts® (RMA®) Master Class on Wednesday, July 19, and Thursday, July 20, 2017. The conference focus will be Minding the Gaps: Mapping Compliance Solutions for The DOL's Fiduciary Rule and Beyond... Read why Michael Kitces calls … {Read more...}

Are you registered for RIIA®’s 2017 Conference & RMA® Master Class?

bridging

Our Summer Conference returns to the campus of Salem State University on Monday, July 17, and Tuesday, July 18, 2017. It will be followed by our Retirement Management Analysts® (RMA®) Master Class on Wednesday, July 19, and Thursday, July 20, 2017. The conference focus will be Minding the Gaps: Mapping Compliance Solutions for The DOL's Fiduciary Rule and Beyond... Read why Michael Kitces calls … {Read more...}