Star adviser Evensky on board with retirement specialist designation

Joins Board of Governance of RIIA's retirement income designation program
MAY 04, 2012
Harold Evensky, renowned financial planning authority and founder and president of Evensky & Katz, has joined the Board of Governance for the Retirement Management Analyst Designation (RMA) Program The RMA program is a rigorous retirement income planning curriculum and examination designed to serve the advanced education needs of advisers and professionals across the financial services industry. Individuals earning the RMA designation are uniquely prepared to deliver retirement income solutions and services to clients wanting secure income streams and ongoing professional retirement income management. As a member of the RMA Governance Board, Evensky will oversee development and enhancement of the RMA Code of Ethics and complaint adjudication processs. He also will serve as the primary interface with regulators and the compliance community in connection with theRetirement Income Industry Association. “Harold is a strong supporter of RIIA and our efforts to bring forth the best, most advanced education in the retirement income management space,” commented RIIA Executive Director Francois Gadenne. “His incredible financial planning background combined with his leadership in the industry and proven ability as an instructor at Texas Tech University will be invaluable as we continue the curriculum surrounding the RMA designation rapidly expands.”

Latest News

SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees

Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.

Apella Wealth comes to Washington with Independence Wealth Advisors
Apella Wealth comes to Washington with Independence Wealth Advisors

The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.

Citi's Sieg sees rich clients pivoting from US to UK
Citi's Sieg sees rich clients pivoting from US to UK

The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.

US employment report reactions: Overall better than expected, but concerns with underlying data
US employment report reactions: Overall better than expected, but concerns with underlying data

Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.

Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.