RIIA Proprietary Research Series is Impressive
Advisor Best Practices in Delivering Retirement Income Study
This report continues the focus on advisers, 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 this full report for free from the Members-Only section of the RIIA website.
Non-members may purchase the Advisor Best Practices Report for $1,100 by contacting
I:
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.
II:
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."
III:
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.
IV: 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 Reports #1-4 are available to Regular and Associate Members of RIIA by logging into the Members-Only section of the RIIA website. 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.
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Log into the member area for ordering information or
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Contact Deborah Burkholder to order your discount copy,
Deborah@riia-usa.org or call 617-342-7390.
Non-members may purchase Studies #1-4 for $5,000 per report 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.
