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


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


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


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


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...}

RIIA® Announces 2017 Conference & RMA® Master Class Bronze Sponsors


Join Bronze conference sponsors, Asset Dedication and Schultz Collins, Inc., 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. Asset Dedication is a turnkey asset management platform for financial planners.  The firm’s goals-based (liability driven) approach aligns investments with the spending … {Read more...}

Are you registered for RIIA®’s 2017 Conference & RMA® Master Class?


Our Summer Conference returns to the campus of Salem State University on Monday, July 17, and Tuesday, July 18, 2017. It will be followed by our Retirement Management Analysts® (RMA®) Master Class on Wednesday, July 19, and Thursday, July 20, 2017. The conference focus will be Minding the Gaps: Mapping Compliance Solutions for The DOL's Fiduciary Rule and Beyond... Read why Michael Kitces calls … {Read more...}