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News and Views
How Complete is Your Retirement Planning Process?
RIIA® surveys practicing Retirement Management Analyst® (RMA®) graduates to benchmark, among other features and dimensions, the completeness of the retirement planning process. RMA graduates report that clients see incomplete advice as something that leads to a perception, if not the reality, of lower quality retirement planning advice. Their clients seek complete advice … {…}
Sign Up for the September RMA Online Class at Salem State University and Receive a Complementary Invitation to Attend RIIA’s July 18/19 Summer Conference
RIIA®’s Summer Conference will provide a unique opportunity for individuals who are planning to sign up for the September RMA® Online Class to meet RMA graduates, RMA faculty, key lawyers and consultants working on compliance issues and business model toolkits for the DOL Fiduciary Rule, as well as executives from institutional members, sponsors and partners. Since this is … {…}
Webinar: Seven Steps to Protect Yourself, Your Practice, & Your Clients… June 15
Webinar: Seven Steps to Protect Yourself, Your Practice, and Your Clients Who Have Diminished Mental Capacity Date: June 15, 2016, noon – 1 pm ET Register What do you do when you discover that one of your clients has a diminished mental capacity? If you don’t know what steps to take to protect your client and your practice, both may be at risk. In this webinar you … {…}
Financial Advisor Magazine Surveys the Post-DOL Landscape
Financial Advisor Magazine surveyed industry leaders including RIIA® on the post-DOL landscape as it relates to Annuities in a recently published story. Click here to read the story. RIIA’s focus has been consistent with its philosophy – retirement planning starts with the client. This approach was prophylactic and protective for the members who used it before the DOL … {…}
Perspectives: The DOL’s Fiduciary Rule and the Point of RIIA®’s “View Across the Silos℠”
The question RIIA® asked itself a while back was what does every adviser, broker-dealer, investment product producer, and most importantly, every consumer need. The really simple answer: Complete Information. So RIIA did the research, validated it, and now teaches the use of the Household Balance Sheet (HHBS) in the retirement planning process. RIIA’s Household Balance … {…}