Retirement Income Industry Association

The View Across The Silos

RIIA Proprietary Research Series

Advisor Best Practices in Delivering Retirement Income Study

This report continues the focus on advisors, provides insight on how they deliver retirement income support and shares the methods, challenges and investments that are used in managing portfolios.

The study details advisor retirement income practices revealing activities that differ radically from the past, from new software and new investment strategies to expanded areas of focus.

This must-read report documents the emergence of an entirely separate advisor discipline.

RIIA Members may access the full report for free from the Members-Only section of the RIIA website under Members Area, Research Reports.

Non-members may purchase the Advisor Best Practices Report for $1,100 by contacting


Thought Leadership Across Silos

1: The Topology of Retirement: Charting the Landscape: the Retirement Income Market

RIIA created the foundation for its Research Series by looking at all American households based on segments of their life stage and wealth.

2: The Coming Consolidation: Making the Short List

This study shows how consolidation – retiring households shedding financial institutions and simplifying their lives – is both inevitable and actually a good thing for those institutions that remain on the ”short list.”

3: Financial Institutions and Retiring Boomers: Convergence’s Payoff or Payback

The report identifies the types of institutions that currently win and the types of firms that traditionally lose customers and their business as they enter the retirement years.

4: Financial Advisors and Boomers: Regular Use May Be Beneficial to Your Wealth

The study focuses on what may be the key for firms wishing to provide additional value to their Boomer customers: the financial advisor. The report proves that getting advice regularly benefits the household’s bottom-line.

Free Executive Summaries of Studies #1 through 4 are available to Regular and Associate Members of RIIA in the Members-Only section of the RIIA website under Members Area, Research Reports.

Join RIIA today to enjoy this member benefit.

The full expanded reports on topics are available to all RIIA members for a discounted price of $3,500 per report or $14,000 for all four.

To order:

  • Log into the member area and go to Members Area, Research Reports, or

  • Contact Deborah Burkholder, Deborah@riia-usa.org, 617-342-7390

Non-members may purchase Studies #1 through 4 for $5,000 per report or $17,000 for all four by ordering online at Strategic Business Intelligence.

Copyright Strategic Business Intelligence and Turner Consulting LLC, 2009. This research publication is protected by the copyright laws of the United States (17U.S.C & 101 et. seq.) and may not be duplicated in whole or in part, without the prior written consent of Strategic Business Intelligence and Turner Consulting LLC.


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.