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

imca logo

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...}

RIIA®’s 2017 Summer Conference – What Attendees Experienced

robos dinos

Last week's conference brought together advisors, academics, fintech, and financial institutions. What did they have to say about RIIA®'s Summer Conference? "I'm real impressed with the content and the level of the speakers." "Awesome presentations!" What did attendees learn? Two words: Monitoring and Outcomes. Retirement planning becomes a measurement of outcomes almost immediately after the … {Read more...}

RIIA®’s 2017 Summer Conference is Almost Here – July 17 & 18

bridging

There are a just a few seats remaining. You don’t want to miss: Continuing education credits for RMA®, CFP®, and CIMA® designations. A conference agenda that delivers rich content captured in the full conference workbook, and includes a cameo appearance by Michael Kitces via video. RIIA members can preview the Kitces video and conference book – just log in to the Member Area at … {Read more...}