2012 Practitioner Thought Leadership Award

by admin on April 2, 2012

Sponsored by Allianz Global Investors, the RIIA
Thought Leadership Awards
program consists of two categories, the Practitioner Thought Leadership Award and the Academic Thought Leadership Award where practitioners and scholars are recognized for their papers demonstrating excellence in original thinking and industry leadership on retirement management topics that contribute to RIIA’s Body of Knowledge, the Retirement Management AnalystSM designation curriculum, and retirementincome planning and management knowledge in general.

Practitioner authors may range from financial advisors to product development managers to marketing communications experts.

Scholars may include academics from across the realm of educational institutions and financial services firms.

At this year’s Spring Conference, the Practitioner Thought Leadership Award was presented for two excellent papers:

Financial Guidance Theory, developed by Harry Markowitz, Ph.D.

  • Sherrie Grabot, CEO, GuidedChoice

  • Harry Markowitz, Ph. D., Professor of Finance at the Rady School of Management at the University of California, San Diego (UCSD)

  • Ming Wang, CIO, GuidedChoice

  • Ganlin Xu, CTO, GuidedChoice

The Efficient Income Frontier: A Product Allocation Framework for Retirement

  • Dylan W. Huang, Corporate Vice President, New York Life Insurance Company

  • Matthew Grove, Vice President, New York Life Insurance Company

  • Todd E. Taylor, Senior Actuarial Assistant, New York Life Insurance Company.

Winners shared $5,000 and their papers have been published in the Retirement Management Journal (RMJ). The RMJSM is the first and currently only peer-reviewed publication serving the needs of financial advisors, practitioners, executives, and scholars who are interested in all topics relating to retirement-income planning and management.

To be considered for the Thought Leadership Awards program and publication in the RMJSM, please submit papers to Robert Powell, the editor of  the RMJSM, editor@retirementmanagementjournal.com.

RIIA 2012 Spring Conference

by admin on April 2, 2012

2012 Spring Conference Addressed Major Issues and Trends Around Trust, Demographics, and Innovation in the Retirement Income Industry.

RIIA conferences are more eclectic and less parochial than others, as its motto – “the view across the silos” – would suggest. To be more precise: a more networking-driven mix of executives and entrepreneurs, political mavericks and compulsive students-of-the-income-game can’t be found at any other conference in this space.
- Kerry Pechter, editor, Retirement Income Journal.

Held at the Ibbotson/Morningstar Headquarters from March 19-20 in Chicago, IL, RIIA’s 2012 Spring Conference brought together the innovators and leaders in the Defined Contribution arena and Retail Distribution who shared experiences, research findings, and real-world challenges in defining success in the retirement income industry.

Check out the spring conference brochure and mark your calendar for the
RIIA Fall Conference, October 4-5, 2012 at the Omni Parker House in Boston, MA.

RIIA will bring to you its unique View Across the Silos that will allow you to see industry disruptions before others do, and help you become part of the solutions that will support millions of Americans who want to create sound, reliable strategies for generating income from wealth in retirement.

Presentations are available in the member area.

Learn more.

2011 Academic Thought Leadership Award Winners

October 7, 2011

The Thought Leadership Awards program recognizes authors of papers who demonstrate excellence in original thinking and industry leadership. It consists of two categories: Practitioner Thought Leadership Award – Practitioner authors may range from financial advisors to product development managers to marketing communications experts. Academic Thought Leadership Award – Scholars may include academics from across the […]

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RIIA’s Fall Conference & Awards Dinner Agenda Gears Up

April 21, 2011

Planning is underway for the Fall Conference and Awards Dinner scheduled for October 3-4, 2011 in Boston. The event features insightful speakers, the Excellence in Communications Awards, and the Award for Achievement in Applied Retirement Research. This year’s meeting will also introduce the first winner of the Academic Thought Leadership Award. Confirmed speakers include: Victor […]

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Thought Leadership Awards Winner

April 8, 2011

The Thought Leadership Awards program recognizes authors of papers who demonstrate excellence in original thinking and industry leadership. It consists of two categories: Practitioner Thought Leadership Award – Practitioner authors may range from financial advisors to product development managers to marketing communications experts. Academic Thought Leadership Award – Scholars may include academics from across the […]

Read the full article →