RIIA Market Insight
The RMI program is a comprehensive research platform that gives sponsoring firms one integrated, unified database encompassing multiple product lines and distribution channels against which multiple areas can evaluate their opportunities, identify their threats and benchmark their individual or joint performance.
In addition to a powerful database, the RMI program offers a world-class team of consulting and research firms to help sponsoring firms analyze and use the data.
Made up of representatives from a wide range of RIIA members, these forward-thinking financial services firms, academics in the retirement field as well as leading research and consulting firms come together monthly to discuss current challenges and opportunities.
The current members of the Research Committee are shown here.
Smaller working groups form as needed to delve deeper into specific areas.
To join the Research Committee or a working group, please contact Elvin Turner: 860-242-4878, firstname.lastname@example.org.
RIIA Household Balance Sheet
RIIA’s Household Balance Sheet ViewsSM is one of the most powerful tools in helping advisors work with clients on their retirement income planning and management.
In essence, it is an extension of the familiar net-worth statement, but with important differences that provide advisors with key information on whether or not a household is overfunded, underfunded, or constrained.
Learn more about this tool via RIIA’s Household Balance Sheet ViewsSM overview document. Work is currently underway on this project and preliminary results are expected in late 2013.
Two upcoming VLC webinars will cover RIIA’s Household Balance Sheet ViewsSM.
Proprietary Research Series
RIIA’s Institutional and Advisor Strategic Study Research Series examines the impact of current changes and trends in retirement on financial institutions, advisors and advisory firms.
Five studies are now available to RIIA members. See this page for more details on each study and how to order your full reports.
The annual RIIA Benchmarking Survey asks companies about their allocation of resources–People, Products, Organization and Distribution–in the retirement income space.
Led by Mathew Greenwald & Associates, the Benchmarking Survey provides RIIA members with multiple years of trends and data.
Client firms need both data and insightful analysts. The RMI team plus other RIIA professionals are available for consulting that is unique to your organization.
For more information, please contact Elvin Turner: 860-242-4878, email@example.com.