Skip to content

Coronavirus (COVID-19): Registered Investment Advisors (RIAs)

Laura A. Murach, ACS, LLIF, FLMI; Carol L. Perkins, ASA, CLU, ChFC 4/20/2020

How is COVID-19 affecting registered investment advisors (RIAs)?

Summary

Learn how COVID-19 is affecting registered advisors.

  • How disruptive is it to their practice?
  • Has it changed the way they communicate with their clients?
  • What are the top concerns of their clients?
  • Have they placed restrictions on who can visit their offices?
  • Have they implemented alternate staff arrangements for their staff?

Download Your Reports

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

Other COVID-19 Research and Resources

Coronavirus (COVID-19)

Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.

Related Research

Coronavirus (COVID-19): Advisor Pulse

How is COVID-19 affecting registered advisors?

Coronavirus (COVID-19): Consumer Investment Concerns

What might be the impact of a coronavirus-related recession on Americans’ investment decisions?

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What Will It Take to Double Annuity Sales Over the Next 5 Years?

9/15/2025, 3:15 - 4 p.m. ET

In our next episode of Industry Insights With Bryan Hodgens, Bryan is joined by Jason Fichtner, executive director, Retirement Income Institute, to discuss how the industry can address the growing investor need and demand for guaranteed income.

Register

2025 Advanced Sales Forum

8/11/2025 - 8/13/2025

Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.

Agenda

MLEA Distribution Recruiting Dips, but Is the Sky Falling?

What’s really behind the drop in agent recruiting? Dig into the data shaping the future of the field force — and what it could mean for your company’s strategy.

Meet the Project Director

Laura A. Murach, ACS, LLIF, FLMI

Murach manages LIMRA’s insurance and investment intermediary/third-party distribution research program. She and her team conduct various research studies related to independent producers, wholesalers, and other distribution intermediaries including BGAs/IMOs, broker-dealers, wirehouses, and financial institutions. Murach also conducts advisor research and manages LIMRA’s Panel of Financial Professionals.

Murach is staff representative to LIMRA’s Wholesaler Leadership Summit and research liaison to LIMRA’s Independent Producer Marketing Committee and LIMRA’s Brokerage Committee. Murach is a graduate of Ithaca College and earned her LIMRA Leadership Institute Fellow (LLIF) designation in 2018.

Research Director, Distribution Research
LIMRA and LOMA
lmurach@limra.com


For more information, please contact lmurach@limra.com.

Did you accomplish the goal of your visit to our site?

Yes No