Michael Kitces & Dana Anspach on Growing Your Practice


On Nerd’s Eye View, Michael Kitces and Dana Anspach talk about building a practice focused on decumulation – “…the planning that worked in the accumulation phase isn’t the same type of planning that will work in the decumulation phase .” says Dana Anspach, founder and principal of Sensible Money, LLC. In this Financial Advisor Success Podcast #29, “Attracting Baby Boomers Virtually to a True … {Read more...}

Retirement Update – An Industry Q&A


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's created videos that provide perspectives, insights and experiences from advisors, academics, and … {Read more...}

RIIA®’s 2017 Summer Conference – What Attendees Experienced

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Last week's conference brought together advisors, academics, fintech, and financial institutions. What did they have to say about RIIA®'s Summer Conference? "I'm real impressed with the content and the level of the speakers." "Awesome presentations!" What did attendees learn? Two words: Monitoring and Outcomes. Retirement planning becomes a measurement of outcomes almost immediately after the … {Read more...}

Replay Webinar: Securing Clients a Full and Rich Retirement – July 26


Date: Wednesday, July 26, noon – 1 pm ET Replay Puzzled, fearful, and uncertain about how to structure a lifelong cash flow from their assets, near-retirees are either deferring retirement or spending much less money than they safely could with the right guidance. Address the fear, build trust, and provide clients with a full and rich retirement by using: A framework for tailoring an … {Read more...}

RIIA®’s 2017 Summer Conference is Almost Here – July 17 & 18


There are a just a few seats remaining. You don’t want to miss: Continuing education credits for RMA®, CFP®, and CIMA® designations. A conference agenda that delivers rich content captured in the full conference workbook, and includes a cameo appearance by Michael Kitces via video. RIIA members can preview the Kitces video and conference book – just log in to the Member Area at … {Read more...}

Update – CFP CE added! RIIA®’s Summer Conference Delivers Continuing Education Hours


RIIA’s Summer Conference, Minding the Gaps: Mapping Compliance Solutions for The DOL's Fiduciary Rule and Beyond... can help you earn continuing education credit for your RMA®, CIMA®, CIMC®, CPWA®, and CFP® designations. Attend the conference on July 17 & 18 to receive 8 CE credits for your RMA® designation and an additional 6 CE credits by joining the RMA Master Class on July 19 & … {Read more...}