The Retirement Income Industry Association announced Monday that it had started a retirement income planning educational program for financial advisers. Processing Content The program, "Delivering Retirement Income Solutions," is an overview of the key risks and issues retirees face. It offers guidance to help advisers uncover client needs so they can deliver the right investment and risk management solutions. This is intended to be the first in a series of programs that will underpin accreditation of financial advisers as retirement income specialists. |
-
Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."
9h ago -
Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.
May 22 -
Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.
May 21 -
A bipartisan proposal to create a 75-year sovereign wealth fund for Social Security is not promising, according to Boston College researchers.
May 21 -
According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.
May 21 -
FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and other digital doorways to their services. A new partnership with InvestCloud is designed to provide just that.
May 20










