Quick Tips – RIIA®’s Summer Conference

Change-management-silos2

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...}

Quick Tips – RIIA®’s Summer Conference

Change-management-silos2

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...}

ActiveAllocator to Join the Retirement Income Industry Association®

bridging

Active Allocator Holdings LLC ("ActiveAllocator”) is underscoring its commitment to leadership in the digital investment advice, asset allocation and retirement income business by becoming a member of RIIA®. In their press release, Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, described the value they see in RIIA’s “View Across the Silos℠” approach and resources to support their … {Read more...}

RIIA®’s Summer Conference: Format, Process, Substance

SummerConferenceMeetingImage

During the first ten years of its 20-year business plan, RIIA produced 20 traditional retirement income conferences in traditional, business conference venues. Then, during our 10th year anniversary gala in 2015, we saw there were four other traditional retirement income conferences happening in that same week. It was time to innovate. In 2016, RIIA started a new style of retirement income … {Read more...}

RIIA®’s Summer Conference: Format, Process, Substance

SummerConferenceMeetingImage

During the first ten years of its 20-year business plan, RIIA produced 20 traditional retirement income conferences in traditional, business conference venues. Then, during our 10th year anniversary gala in 2015, we saw there were four other traditional retirement income conferences happening in that same week. It was time to innovate. In 2016, RIIA started a new style of retirement income … {Read more...}

Financial Wellness Explored Through SOA Award Winning Papers

society-of-actuaries

Financial wellness is a topic that receives increasing attention every year.  The Society of Actuaries (SOA) has published a collection of 14 essays from actuaries and non-actuaries that explore financial wellness issues. These papers provide a thought-provoking array of views and perspectives which add to the discussion of important financial wellness issues. Six essays were chosen as award … {Read more...}