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


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


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?


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


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


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


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...}