RIIA® to Present New Research at IMCA’s 2017 Annual Conference Experience

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On May 1, Francois Gadenne, RIIA’s Executive Director, will make the first public presentation of our CTR Research Program at IMCA's 2017 Annual Conference Experience being held April 30 – May 3, 2017. This research samples historical professional and academic literature on investment, wealth and retirement planning to highlight the widely varied recommendations for retirement planning. It … {Read more...}

Reminder: RIIA® Brings Members Special Access to Financial Technologies Forum

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Attend this one day conference on the digital revolution through and receive a special discounted rate as a RIIA member. The 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. … {Read more...}

Webinar Replay: Further Insights into 21st Century Retirement – April 19

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Date: Wednesday, April 19, noon – 1 pm ET It’s been 15 years since Strategic Business Insights (SBI) introduced the idea of Revolving Retirement – a life stage between pre-retirement and traditional retirement. In that time the number of households in this life stage has increased by 50% and is growing. This presentation will explore trends in how retirement continues to evolve and what are the … {Read more...}

The Hidden Importance of IRAs for Women

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RIIA member and “retirement maven” Marcia Mantell, RMA®, shares The Hidden Importance of IRAs for Married Women. Many women who had at-home careers find, at the point of retirement, that they are worthless. Not as a person, but quite literally worth less because they don’t own and control their retirement money. The reality is, if they haven’t earned income over the past 30, 35 or 40 years, their … {Read more...}

New Guaranteed Lifetime Income Study Highlights Annuities & Importance of Framing in Client Discussions

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The 3rd Annual Guaranteed Lifetime Income Study conducted by RIIA® members Greenwald & Associates and CANNEX, highlights consumer concerns about investment returns and the challenges this creates for advisors discussing annuities with clients.  At the same time, it reveals demand for Guaranteed Lifetime Income products when framed in the context of supplementing Social Security to ensure … {Read more...}

Replay 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 Replay 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 indexed … {Read more...}