RIIA® News – Society of Actuaries 2017 Living to 100 Monograph Available

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As a participating organization, RIIA is pleased to support the Society of Actuaries (SOA) and the 2017 Living to 100 International Symposium. The event, held in January of this year, attracted conference attendees with a variety of professional backgrounds from all over the world. The 2017 Living to 100 Monograph collects sessions, papers, panels and transcripts from the Symposium where topics … {Read more...}

RIIA® News – Retirement Income Journal asks “What Kind of Advisor Are You?”

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In the July 27 issue of the Retirement Income Journal (RIJ), editor Kerry Pechter's headline asks "Curve, Triangle, or Rectangle: What Kind of Advisor Are You?" In this first of two articles, he refers to the recent paper authored by Patrick Collins, Schultz Collins, and François Gadenne, RIIA Executive Director, and presented by them at RIIA's 2017 Summer Conference. (The paper, "The Shapes … {Read more...}

RIIA® News: Retirement Income – An Industry Q&A – #3

Investius

Chris Allen, founder and principal of Investius, spoke with attendees at RIIA's 2017 Summer Conference, July 17 and 18 in Salem, Massachusetts, about the challenges and opportunities facing professionals and consumers in the world of retirement income. Leveraging eight broad questions, he has created videos that provide perspectives, insights and experiences from advisors, academics, and … {Read more...}

RIIA® News – Retirement Management Analyst® in the News

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Congratulations to Rick Fine, MBA, CFP®, RMA®, Sensible Financial Planning and Management LLC, on his promotion to Principal and Shareholder! Rick started with Sensible Financial® as a part-time intern 14 years ago. He transitioned to financial planning after a 17-year career in financial software where he held positions in engineering, product management, and business … {Read more...}

Retirement Challenge – An Industry Q&A – #2

Investius

Listen to the second video by Chris Allen, founder and principal of Investius, who spoke with attendees at RIIA's 2017 Summer Conference, July 17 and 18 in Salem, Massachusetts, about the challenges and opportunities facing professionals and consumers in the world of retirement income. Leveraging eight broad questions, Chris has created videos that provide perspectives, insights and experiences … {Read more...}

IMCA Investments & Wealth Monitor Publishes Collins/Gadenne “CTR” Paper

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IMCA® has published "The Shapes of Retirement Planning: Are You a Curve, a Triangle, or a Rectangle?", authored by Patrick Collins, principal, Schultz Collins, Inc., and François Gadenne, executive director for RIIA®, in the July/August issue of Investments & Wealth Monitor. The paper looks at the contradictory, yet prescriptive, nature of popular, professional, and academic literature on … {Read more...}