The RIIA Institutional and Advisor Retirement Series

Thought Leadership Across the Silos

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

This groundbreaking study evaluates the dynamic between the age and wealth of American households.

Divides 120 million American households into four life-stages
further segments each life-stage by levels of financial assets
provides a starting point for understanding households' complete financial situation; use of institutions, products, services, advisers, and attitudes

II: The Coming Consolidation: Making the Short List

When an industry with too many financial institutions meets retiring households who want to simplify their lives, change is bound to happen

expect households to begin consolidating their financial relationships and look for a few good institutions to meet their financial needs
explore the reasons why such a consolidation is occurring and how some financial institutions will actually receive more business as a result
understand new rules that winning institutions and advisors will use to be on the "short list" of firms that retirees will choose to meet their emerging needs.

III: Financial Institutions and Retiring Boomers: Convergence's Payoff or Payback

Consolidation changes the relationships between households and their financial institutions. As these changes ripple through the industry, some institutions win business that other institutions lose.

A survey of the landscape today
Identifies the institutions which currently win and those that have traditionally lost business as their customers enter the retirement years.
Boomer retirements may completely reshape the opportunities for every major institution
Opportunities are available to institutions that have long-standing relationships with retiring customers to stop losing customers.

IV: Financial Advisors and Boomers: Regular Use May Be Beneficial to your Wealth

This report focuses on the value of financial advisors in helping self-reliant Boomers achieve their financial goals.

This report proves that getting advice regularly improves the household's bottom-line.
Over a ten year period, households that get advice before they make major financial decisions, do better financially than those that only rarely or never get advice.
This study establishes the 'Advisor Advantage' and shows ways that financially successful households have helped themselves as they collaborate with advisors.
The study presents a list of ways that advisors help their clients to achieve financial success that can be a blueprint for effective advisor practices in the years to come.

Now Available. Order Your Copies Today!

A free Executive Summary of each report will soon be 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.
Full expanded individual reports on each topic are available to all RIIA members for a discounted price of $3,500 per report or all four for $14,000. Log into the Member-Only area for member ordering information.
Members may also contact Deborah Burkholder to order their discount copy, Deborah@riia-usa.org or call 617-342-7309.
Non-members may purchase individual studies for $5,000 per report or all four reports for $17,000 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.