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

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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 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...}

Webinar Replay – Strategically Improve Retirements: Growth of Reverse Mortgage’s Credit Line – March 15

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Date: Wednesday, March 15, noon – 1 pm ET Replay HECM Reverse Mortgages provide retirees access to cash based on their home equity via options including a line of credit and a pension-like stream of payments to a homeowner. The line of credit’s size, guaranteed robust and reliable growth, and flexible access provide significant improvement to retirement income levels and safety for retirees … {Read more...}

RIIA Brings Members Special Access to Financial Technologies Forum

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In the context of the fourth revolution – the digital revolution – EDHEC-Risk Institute, KAIST, Princeton and Tsinghua Universities are hosting an international series of conferences on financial technologies as a forum to facilitate discussion among all interested parties (academics, practitioners and regulators) around the world. These conferences will occur annually starting on April 26, … {Read more...}

Webinar Replay: Extending & Sustaining Careers Beyond Traditional Retirement – March 1

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Date: Wednesday, March 1, noon – 1 pm ET Replay Most baby boomers (born 1946-1964) are going to need to keep working beyond traditional retirement. Low retirement savings, longevity, and a strong work ethic are compelling them to extend their career into a “second act.” But corporate downsizing, as well as age bias are making it tough to sustain careers into one’s fifties and … {Read more...}