How is COVID-19 affecting registered investment advisors (RIAs)?
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Advisor Pulse – Registered Investment Advisors
Dan Beatrice, ALMI; Peter DeWitt 12/21/2020
Summary
Learn how COVID-19 is affecting registered investment advisors.
- How disruptive is it to their practice?
- Changes to product mix
- Changes with carriers they place business with
- Wholesaler engagement
- New client engagement
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- Research Abstract
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
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Meet the Project Director
Dan Beatrice, ALMI
Dan Beatrice serves LIMRA's independent insurance research program for studies pertaining to independent sales professionals and intermediaries. He is Project Director for wholesaler compensation studies in the U.S. and Canada. He serves as staff representative for LIMRA's Financial Management Research Committee.
Research Analyst – Distribution Research
LIMRA
dbeatrice@limra.com