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Renowned financial planning authority, harold evensky, joins theboard ... by wgre ethbtn





Article Author Biography
Renowned financial planning authority, harold evensky, joins theboard ... by
Article Posted: 11/16/2012
Article Views: 112
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Renowned financial planning authority, harold evensky, joins theboard ...


 
Business,Business News,Business Opportunities
The Retirement Income Industry Association (RIIA) announced thatHarold Evensky, CFP®, AIF®, renowned financial planningauthority and founder and president of Evensky & Katz, anationally respected wealth management firm, has joined the Boardof Governance for the Retirement Management Analyst Designation(RMA) Program. The RMA program is a scientifically based, rigorous retirementincome planning curriculum and examination designed to serve theadvanced education needs of advisors and professionals across thefinancial services industry. Individuals earning the RMAdesignation are uniquely prepared to deliver retirement incomesolutions and services to clients wanting secure income streams andongoing professional retirement income management. As a member of the RMA Governance Board, Evensky brings hisexpansive experience in financial planning to provide direction andoversight to the RIIA Advisory Education Business Unit. He willoversee development and enhancement of the RMA Code of Ethics andcomplaint adjudication process, serving also as a primary interfacewith regulators and the compliance community in connection with theRMA.



"Harold is a strong supporter of RIIA and our efforts to bringforth the best, most advanced education in the retirement incomemanagement space," commented Francois Gadenne, RIIA's ExecutiveDirector and Chairman. "His incredible financial planningbackground combined with his leadership in the industry and provenability as an instructor with such institutions as Texas TechUniversity will be invaluable as the curriculum surrounding the RMAdesignation rapidly expands." Evensky has been a featured speaker on investment topics atnumerous national and international conventions, including theAICPA, the ICFP, the IAFP, the College for Financial Planning, theAmerican College, the American Society CLU, and the AAII. He hasserved as Chair of the TIAA-CREF Institute Advisor Advisory Boardand is a member of the Financial Planning Association, the Academyof Financial Services, and the CFA® Institute and is anassociate member of the American Bar Association. He is the pastChair of the International CFP® Council, the CFP® Boardof Governors, the Board of Examiners and the Board of Appeals.Additionally, he has written for and is quoted frequently in thenational press, and is the author of The New Wealth Management (CFA® Investment Series), published by Wiley, Wealth Management, published by McGraw/Hill and co-editor of The Investment Think Tank, Theory, Strategy, and Practice forAdvisers (Bloomberg) and Retirement Income Redesigned - Master Plans for Distribution (Bloomberg), which received the AXIOM business book of 2007 silvermedal in the category retirement planning. About the Retirement Income Industry Association ( www.riia-usa.org ) Founded in 2006 by leading financial companies, advisors,associations and academics, the Retirement Income IndustryAssociation (RIIA) provides a rigorous, research-driven,household-focused foundation for developing retirement solutions toserve retirees today and into the future.



A non-profitorganization, RIIA achieves its mission through a unique ViewAcross the Silos allowing members to see change and disruptionbefore others while achieving competitive advantage through diversediscussions, advanced education, market insight, research,comprehensive data, standards and thought leadership for successfulretirement income management. RIIA Media Contact: Susan B. Chanley 781-587-0115 sbumsteadchanley@comcast.net.

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