Webinar Replay: Post-DOL: RIAs 3 Winningest Strategies – February 15

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Date: Wednesday, February 15, 4:30 - 5:30 pm ET 5 Steps to Organic Sustainable Growth: Turn a Liability into an Asset Proven Fiduciary-based Retirement Planning Processes and Workflows Lower Risk, Lower Client Heartburn: Retirement Alpha Whether the DOL fiduciary rule stays or goes, you have a new competitive advantage and a marketing opportunity – your commitment to a fiduciary model … {Read more...}

BIG NEWS, BIG ANNOUNCEMENTS

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The recently announced change in the DOL fiduciary rule has many advisors seeking to differentiate themselves more clearly with fiduciary retirement planning. To accommodate that increase in demand for programs like RIIA®’s Retirement Management Analyst®, we are pleased to make two important announcements. First, Francois Gadenne, RIIA’s Chairman and Executive Director, will present a special … {Read more...}

Why Financial Professionals Choose the RMA®

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In January, RIIA® announced the newest group of Retirement Management Analyst® graduates. See why these financial professionals chose the RMA® for their next level of development and compare to Michael Kitces’ recommendation for meeting the duties of a fiduciary: A RIIA® Board member took the course and exam as a form of independent quality assurance, providing a report back to the … {Read more...}

Last Chance to Register!

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This is the last week to register for the winter quarter Retirement Management Analyst® (RMA®) online course at Salem State University. RIIA® members – use the code "RMA16" for your $395 member discount. RMA graduates – use the code "RMACE" to receive your $1,000 discount. Wondering if the RMA is for you? Learn more about the program and what others say about it through the links … {Read more...}

Retirement Management Analyst® (RMA®) Summary Syllabus

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Michael Kitces described the RMA designation as one of the “…rigorous designations that include both education and an advice process…” providing “…a likely path of safety for Financial Institutions” to meet their fiduciary duty. (Read Michael’s full article here.) This summary of the RMA class syllabus provides an overview of the coursework and time commitment to become a Retirement Management … {Read more...}

CANNEX Brings Greater Transparency to the U.S. Annuity Market

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Drawing upon almost four decades of comparative pricing, illustration and valuation expertise, RIIA® member CANNEX Financial Exchanges will launch its new deferred annuity benefit comparison tools in the first quarter of 2017.  The new service, currently being tested by clients, provides an independent and objective way to determine the economic suitability of variable annuity and fixed … {Read more...}