Retirement Management Analyst® (RMA®) Summary Syllabus

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Michael Kitces described the RMA designation as one of the “…rigorous designations that include both education and an advice process…” providing “…a likely path of safety for Financial Institutions” to meet their fiduciary duty. (Read Michael’s full article here.) This summary of the RMA class syllabus provides an overview of the coursework and time commitment to become a Retirement Management … {Read more...}

CANNEX Brings Greater Transparency to the U.S. Annuity Market

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Drawing upon almost four decades of comparative pricing, illustration and valuation expertise, RIIA® member CANNEX Financial Exchanges will launch its new deferred annuity benefit comparison tools in the first quarter of 2017.  The new service, currently being tested by clients, provides an independent and objective way to determine the economic suitability of variable annuity and fixed … {Read more...}

Webinar Replay: What’s the Deal with Retirement Communities? – February 2

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Date: Thursday, February 2, noon – 1 pm ET Replay With a rapidly aging population, financial advisors and other planning professionals will begin to get more questions about senior living and closely related topics. But with so many types of choices and consideration, how can you best guide your clients through the important decisions? Brad’s presentation is designed to help make this … {Read more...}

Announcing RIIA®’s Newest RMA®’s!

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RIIA is pleased to announce the most recent graduates of the Retirement Management Analyst® certification program. To earn the RMA designation, a candidate commits to a robust program that includes: -          Receiving approval to become a candidate in a pre-qualification process -          Attending, and passing, an approved course of study taught at an accredited university (link to … {Read more...}

Fiduciary Rule Looms…Along With Potential for Class Action

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In a January 16, 2017, article for the Nerd’s Eye View, Michael Kitces writes: With the implementation date of the Department of Labor’s fiduciary rule looming large in April, all attention has been focused on how financial advisors and their Financial Institutions are making adjustments to manage their compensation conflicts of interest, to avoid breaching the fiduciary’s fundamental duty of … {Read more...}