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

Investius vid 5

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: Retirement Risk – An Industry Q&A – #4

Volatility

Chris Allen, founder and principal of Investius, spoke with Christine Russell, Senior Manager, Retirement & Annuities, TD Ameritrade, at RIIA®'s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. Hear what Christine, a Retirement Management Analyst® (RMA®) has to say about the unique risks of creating … {Read more...}

RIIA® News: Retirement Income – An Industry Q&A – #3

Investius

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

Retirement Challenge – An Industry Q&A – #2

Investius

Listen to the second video by Chris Allen, founder and principal of Investius, who 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, Chris has created videos that provide perspectives, insights and experiences … {Read more...}

IMCA Investments & Wealth Monitor Publishes Collins/Gadenne “CTR” Paper

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IMCA® has published "The Shapes of Retirement Planning: Are You a Curve, a Triangle, or a Rectangle?", authored by Patrick Collins, principal, Schultz Collins, Inc., and François Gadenne, executive director for RIIA®, in the July/August issue of Investments & Wealth Monitor. The paper looks at the contradictory, yet prescriptive, nature of popular, professional, and academic literature on … {Read more...}

Retirement Update – An Industry Q&A

Investius

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...}