Financial Wellness Explored Through SOA Award Winning Papers

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Financial wellness is a topic that receives increasing attention every year.  The Society of Actuaries (SOA) has published a collection of 14 essays from actuaries and non-actuaries that explore financial wellness issues. These papers provide a thought-provoking array of views and perspectives which add to the discussion of important financial wellness issues. Six essays were chosen as award … {Read more...}

Replay Webinar: Liability Driven Strategies for Retirement Income Solutions – May 17

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Date: Wednesday, May 17, noon – 1 pm ET This session will explore income solutions and how they fit into a holistic retirement income plan including Target Date strategies, the evolution of QDIA’s and a new, innovative Liability Investment Driven (LDI) strategy incorporated into QDIA/default strategies. Webinar is available for replay in the member area. Presenter: Timothy J. Pitney, … {Read more...}

Webinar Replay: Money & Women: Why Talking Sports, Sex, & Scare Tactics Don’t Work – May 3

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Date: Wednesday, May 3, noon – 1 pm ET Webinar is available for replay in the member area. Looking to win more new women clients and retain the ones you have? This webinar will help you step back and assess your chances of success.   It’s time to move beyond phrases like “skating to where the puck is going” or “we’re in the top of the 7th inning of our planning”. It’s important to know if … {Read more...}

RIIA’s Summer Conference – How To Get There, Where To Stay

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RIIA®’s Summer Conference in Salem, “Minding the Gaps: Mapping Compliance Solutions for The DOL’s Fiduciary Rule and Beyond...,” will take place July 17 – 18, 2017, at Salem State University (SSU) in Salem, MA, 20 miles north of Boston. Register now (Early Bird discounts available until April 30th). The conference will open with a presentation of our CTR Research Program paper by Patrick … {Read more...}

RIIA® to Present New Research at IMCA’s 2017 Annual Conference Experience

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On May 1, Francois Gadenne, RIIA’s Executive Director, will make the first public presentation of our CTR Research Program at IMCA's 2017 Annual Conference Experience being held April 30 – May 3, 2017. This research samples historical professional and academic literature on investment, wealth and retirement planning to highlight the widely varied recommendations for retirement planning. It … {Read more...}

Reminder: RIIA® Brings Members Special Access to Financial Technologies Forum

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Attend this one day conference on the digital revolution through and receive a special discounted rate as a RIIA member. The EDHEC-Risk Institute, KAIST, Princeton and Tsinghua Universities are hosting an international series of conferences on financial technologies as a forum to facilitate discussion among all interested parties (academics, practitioners and regulators) around the world. … {Read more...}