How is COVID-19 affecting registered investment advisors (RIAs)?
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Coronavirus (COVID-19)
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Coronavirus (COVID-19): Registered Investment Advisors (RIAs)
Laura A. Murach, ACS, LLIF, FLMI; Carol L. Perkins, ASA, CLU, ChFC 4/20/2020
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?
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Agenda Register- Conferences
- Regulatory Compliance
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
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- Individual Insurance
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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