RMA Online Course Starts Feb 1


The second online RMA program starts on February 1 and will conclude March 28.  To apply click here. If you have three or more years of experience as a financial advisor, earning the Retirement Management Analyst (RMA®) credential would demonstrate to your clients and business partners that you have mastered the retirement planning advisory process.  Based on the RMA Body of Knowledge, this … {Read more...}

2015 Practitioner Thought Leadership Award


The Retirement Income Industry Association® (RIIA) announced that financial planner Dirk Cotton, author of The Retirement Café blog and founder of JDC Planning, LLC, is the winner of its 2015 RIIA Practitioner Thought Leadership Award.  The award recognizes his new paper, “Sequence of Return Risks: A New Way of Looking at Spending or Saving Scenarios with Path Dependence,” contributions to … {Read more...}

Minding the Gaps in Adviser Education: Webinar Replay


Traditional training and education for advisers has been focused on the accumulation of assets during the years leading up to retirement. Many advisers have a defensible, structured process for this accumulation period. However, advisers are finding this is woefully inadequate for guiding clients in or near the golden years and see significant gaps when those traditional rules of thumb are applied … {Read more...}

Bank of America Merrill Lynch to Underwrite 2015-16 Retirement Industry Focused Webinars

A Bank of America logo can be seen in a bank branch in New York April 28, 2009.  Bank of America Corp's embattled CEO, Kenneth Lewis, may have to give up the post of chairman as shareholders held a referendum Wednesday on his eight-year tenure as head of the largest U.S. bank.  REUTERS/Lucas Jackson (UNITED STATES BUSINESS)

The Retirement Income Industry Association® (RIIA®) announced today that Bank of America Merrill Lynch will underwrite the organization’s 2015-2016 calendar of adviser and retirement industry focused webinars as the exclusive sponsor of its Virtual Learning Center. The twice monthly webinars, offered free of charge to the retirement industry, press and advisers, provide perspective from … {Read more...}

Retirement Income Industry Association® (RIIA®) Marks 10th Anniversary at Indianapolis Conference


The Retirement Income Industry Association® (RIIA®) marked its 10th anniversary with a gala dinner at its annual conference between September 16-18 in Indianapolis.   RIIA was established in 2005 by 29 founding members to provide a view across product and business silos to better meet the needs of the millions of Americans facing retirement income security challenges. The conference, “Mapping … {Read more...}

Online Retirement Management Analyst (RMA) Designation Program Launched


  Retirement Income Industry Association has launched an Online Retirement Management Analyst (RMA) Designation Program with Salem State University.  RIIA Broadens Access to Influential Retirement Planning Designation. BOSTON, MA, October 15, 2015 – The Retirement Income Industry Association® (RIIA®) has partnered with Salem State University to launch a new online course for … {Read more...}