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...}

RIIA®’s Summer Conference: Format, Process, Substance

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During the first ten years of its 20-year business plan, RIIA produced 20 traditional retirement income conferences in traditional, business conference venues. Then, during our 10th year anniversary gala in 2015, we saw there were four other traditional retirement income conferences happening in that same week. It was time to innovate. In 2016, RIIA started a new style of retirement income … {Read more...}

“Finance for Normal People…”, Dr. Meir Statman, RIIA®’s 2017 Summer Conference Keynote Speaker

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Meir Statman, Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, has just published his most recent book, Finance for Normal People: How Investors and Markets Behave. In his introduction to the book, Dr. Statman writes: “Behavioral finance presented here is a second generation behavioral finance. The first generation, starting in the early 1980s, largely … {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...}