RIIA®’s Summer Conference Delivers Continuing Education Hours

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Looking for a way to complete your continuing education credits? RIIA’s Summer Conference, Minding the Gaps: Mapping Compliance Solutions for The DOL's Fiduciary Rule and Beyond..., can close that gap for you for multiple designations. Attend the conference on July 17 & 18 to receive 8 CE credits for your RMA® designations and an additional 6 CE credits by joining the RMA Master Class on … {Read more...}

RIIA® Announces Newest 2017 Conference & RMA® Master Class Sponsor

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Join Bronze conference sponsor Trutelic at RIIA’s 2017 Summer Conference and Retirement Management Analysts® (RMA®) Master Class July 17 – 20 on Salem State University’s campus in Salem, MA. Trutelic, Inc. is a Software As A Service Firm, with their AdvisorFlo product developed for financial services, offers a unique organization of consultants, Lean Six Sigma practitioners, and project … {Read more...}

RIIA® & the Retirement Income Journal Recognize Innovation in Retirement

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Kelli Hueler, founder and CEO of Hueler Companies, will receive the 2017 Award for Innovation at RIIA’s 2017 Summer Conference. Kerry Pechter, editor of the Retirement Income Journal will present the award to Hueler in recognition of Income Solutions, a rollover platform where retirees can purchase income annuities from participating life insurers at institutional prices. Boeing is the latest … {Read more...}

What’s the Deal With RIIA®’s 2017 Summer Conference?

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There’s more to Salem, Massachusetts, than witches and clam chowder. Listen to a short, two minute video from François Gadenne, RIIA’s Founder and Executive Director for highlights of what you can expect from the conference Michael Kitces recommends as the “Best Conference On Retirement Planning: RIIA Summer Conference 2017“. Then, check out the agenda and register to join lively … {Read more...}

Quick Tips – RIIA®’s Summer Conference

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Quick facts and information on RIIA’s content-rich Summer Conference and RMA® Master Class: CFP® and RMA CE credits. Conference sessions begin at noon on the 17th and end at noon on the 18th to allow for convenient travel as well as socializing with peers and speakers. Focused 45-minute sessions with ample time for Q&A. Topics determined by RMA professionals for practical … {Read more...}

ActiveAllocator to Join the Retirement Income Industry Association®

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Active Allocator Holdings LLC ("ActiveAllocator”) is underscoring its commitment to leadership in the digital investment advice, asset allocation and retirement income business by becoming a member of RIIA®. In their press release, Sameer Jain and Brian Jones, ActiveAllocator’s co-founders, described the value they see in RIIA’s “View Across the Silos℠” approach and resources to support their … {Read more...}