Join us next March in Chicago, at Morningstar headquarters for RIIA’s 2014 Spring Conference.
Fall Conference and Awards Gala
RIIA gathered some of the best and brightest in the industry to offer a unique View Across the Silos event. World class speakers explored:
Retirement Income — Practical Solutions in an Uncertain World.
The RIIA Award Winners Reflect the Best, Most Meaningful Work for Retirees.
These awards showcase this emerging industry and the people who are reaching new heights in the brave new world of retirement income solutions. They also help RIIA identify state-of-the-art best practice material to be included in the curriculum for our professional advisory designation: The Retirement Management Analyst (RMA). ~ Francois Gadenne
Highly regarded editors and publishers select what they deem as the communications, advertising, research, thought leadership, marketing initiatives and product innovation that stand out across the industry. RIIA Awards are independently determined at the sole discretion of the sponsoring media organizations and reflect which companies and individuals are doing the best, most meaningful work for retirees.
The 2013 award winners:
InvestmentNews sponsored three awards this year:
Retail Retirement Income Communications Award (Print)
• For the second year running, JP Morgan Asset Management won for printed materials, “The Importance of Being Earnest.”
Retail Retirement Income Communications Award (Digital)
• David Macchia and Jason Ray from Wealth2k won for “Social Security Wise.”
Best TV Ad Award
• Prudential’s blue dot “sticker” ad received this honor.
The Retirement Income Client Education Award sponsored by SourceMedia
• The honor was awarded to Jackson National for its contemporary, clear and straightforward marketing materials.
• Allianz Global Investors and Principal Financial Group were named runners-up.
Excellence in Innovation in Retirement Income Products sponsored by Retirement Income Journal
First prize to New York Life for its industry leading deferred income annuity, the Guaranteed Future Income Annuity.
In addition, Northwestern Mutual Select Portfolio received first honorable mention and Sun Life SunFlex Retirement Income earned second honorable mention.
Achievement in Applied Retirement Research sponsored by Research Magazine/ThinkAdvisor.com
Shlomo Benartzi, Professor and Co-Chair of the Behavioral Decision-Making Group at UCLA Anderson School of Management and Chief Behavioral Economist for Allianz Global Investors Center for Behavioral Finance is this year’s winner. This award is given to an academic researcher who has been instrumental in moving the science of retirement income planning forward.
Retirement Management Journal Academic Thought Leadership Award
The winners of its third annual Academic Thought Leadership Award are Michael E. Kitces, a partner and director of research for the Pinnacle Advisory Group and publisher of the Kitces Report and Nerd’s Eye View, and Wade D. Pfau, a professor of retirement income at the American College. Their award-winning paper, “The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective,” will be featured in the Fall 2013 issue of the Retirement Management Journal℠ (RMJ℠). The RMJ is the first peer-reviewed publication serving financial advisors, practitioners, executives, and scholars who are interested in all topics relating to retirement-income planning and management. The paper by Kitces and Pfau challenges conventional wisdom about the use and value of single premium immediate annuities or SPIAs.