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

Laura A. Murach; Carol L. Perkins, ASA, CLU, ChFC 4/20/2020
How is COVID-19 affecting registered investment advisors (RIAs)?
Learn how COVID-19 is affecting registered advisors.
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AgendaMurach 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
lmurach@limra.com