Replay Webinar – Identity Theft: Solutions for Beating this Fast Growing Crime – June 21


Date: Wednesday, June 21, noon – 1 pm ET Replay available in Members Area. The news headlines tell a dire tale. Huge data breaches that expose the private information of millions of Americans. Painful cases of identity theft which can drag on for months or years. Identity theft is the fastest growing crime in America and when it hits, the victim is usually responsible for cleaning up the … {Read more...}

What’s the Deal With RIIA®’s 2017 Summer Conference?


There’s more to Salem, Massachusetts, than witches and clam chowder. Listen to a short, two minute video from François Gadenne, RIIA’s Founder and Executive Director for highlights of what you can expect from the conference Michael Kitces recommends as the “Best Conference On Retirement Planning: RIIA Summer Conference 2017“. Then, check out the agenda and register to join lively … {Read more...}

Replay Webinar: Advisors and the Delivery of Retirement Income Support – June 7


Date: Wednesday, June 7, noon – 1 pm ET Replay This presentation is based on the 2016 report “Advisors and the Delivery of Retirement Income Support”. It will focus on how delivery is changing given the dynamic marketplace and the ways advisors manage portfolios for retirement income clients. This session will review the processes, products, philosophies favored, as well as key challenges … {Read more...}

Quick Tips – RIIA®’s Summer Conference


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®


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


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...}