Join the Market Insight team... meet the leading researchers... access proprietary studies to boost your business.
Introducing the RIIA Market Insight Program!
The RIIA Market Insight Program (RMI) is a research platform that identifies present and future disruptions in pre-retired and retired consumers' finances that ripple through the net sales performance of distributors and product manufacturers and silently reconfigure their operating models, both now and in the future.
Findings from the research are broken out by market segment and gives sponsoring providers selling in those segments the time-to-market advantage that they need to realign their models to the new realities in advance of their competition.
Join the RMI Advisory Board today to help steer the decisions, research and analysis that will give you a competitive edge in the industry.
See this summary for more information on how to participate!
Please contact Elvin Turner for more information, 860-242-4878,
turnerconsultllc@comcast.net.
RIIA Proprietary Research Series is Impressive!
The RIIA Institutional and Advisor Strategic Study Research Series examines the impact of current changes and trends on retirement on financial institutions, advisors and advisory firms.
Five of the studies are completed and now available.
See this page for more details on each study and how to order your full reports.
RIIA's Household Balance Sheet ViewsSM
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.
Retirement Income Industry Association
Research Committee Requests for Proposal
The Research Committee of the Retirement Income Industry Association is seeking responses to a request for proposal pertaining to advisers' current practices in the retirement income marketplace.
Responses and Decision-making
Responses to the RFPs will be reviewed by members of the Research Committee.
Intentions to respond should be sent via email by March 8,
2013.
Responses are due to the Co-Chair of the Research Committee and the Chair Research Topics Subcommittee in writing by
March 29, 2013. Email delivery is preferred.
RFP
Vendor Q & A