Money Management Executive

Retirement Income Planning Course Starts

Published June 28, 2006, 1:00 a.m. EDT

1 Min Read

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.

For reprint and licensing requests for this article, click here.

Money Management Executive

MORE FROM FINANCIAL PLANNING

Practice and client management

3 steps to prepare clients for loss — and preserve the relationship

From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.

By Grace L. Williams
Reporter

August 27
Professional development

4th SER summit to expand only industry network of its kind

SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.

By Tobias Salinger
Chief Correspondent

August 27
Practice and client management

How a tax credential can help advisors keep business 'sticky'

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

By Zoe Sagalow
Reporter

August 27
Industry News

Vanguard's Altruist purchase could break open RIA custody market

Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.

By Dan Shaw
Reporter

August 26
IBD Elite 2026

IBD Elite 2026: The firms with the largest percentage of women advisors

More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.

By Tobias Salinger
Chief Correspondent

August 26
Practice and client management

Why Edward Jones is finally chasing next-gen investors with a hybrid robo

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.

By Dan Shaw
Reporter

August 25

Load More