RIIA® News: Retirement Experience – An Industry Q&A – #7

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Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®'s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. Today, Chris asks about the importance of sustainable retirement income and hears true life stories of clients and family members' experiences in this … {Read more...}

RIIA® News: Retirement Spending – An Industry Q&A – #6

Investius

How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®'s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, Chris asks about … {Read more...}

Replay Webinar – Mass-Customization of Goal-Based Investment Solutions: The New Frontier in Digital Wealth Management Services – September 6

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Date: Wednesday, September 6, noon - 1 pm ET Replay is available in the member area. Existing financial products marketed as "retirement investment solutions" do not meet the needs of future retirees in securing their essential goals of minimum levels of replacement income (focus on safety) while generating a relatively high probability of achieving their aspirational goals, … {Read more...}

RIIA® News – The Totality of Holistic Retirement Income Planning in the U.S.

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Last week's solar eclipse was a unique experience that professionals and regular citizens prepared and planned for over months and years. Experiencing the totality of the eclipse was a once-in-a-lifetime opportunity for many in America who found themselves properly positioned in the path of totality. But what does that have to do with retirement income planning? Let's start with who was … {Read more...}

RIIA® News: Retirement & Longevity – An Industry Q&A – #5

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Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®'s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, Chris asks "Are clients prepared to live longer?" The key, we learn, is to plan for longevity, i.e. the odds that they'll live a long … {Read more...}

RIIA® News – Updated Registration Link for RMA® Class

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Salem State University recently updated their registration site for the September 11th Retirement Management Analyst® online class. The new registration page is here, or you can visit our website and find all the information for the RMA program including pre-qualification, pricing, and what financial professionals say about the program. There are still a few seats available for the upcoming … {Read more...}