How is COVID-19 affecting registered investment advisors (RIAs)?
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.
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
Download Your Reports
Related Research
Advisor Pulse – Broker-Dealer Reps
How is COVID-19 affecting broker-dealer reps?
Advisor Pulse – Insurance Agents
How is COVID-19 affecting insurance agents?
LinkedIn Live: Industry Insights with Bryan Hodgens — The Six Forces Reshaping Financial Services Distribution
8/25/2026, 1 - 1:30 p.m.Join us for our next LinkedIn Live as Cindy Hoes, MBA, Head of Distribution Research, unveils the Six Forces Reshaping Financial Services Distribution — the trends every distribution leader needs on their radar right now.
RegisterStrategic Consolidation in Financial Services Distribution: From Scale to Capacities-Driven Competition
The first white paper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution series explores how strategic consolidation, driven by M&A and private equity activity, are moving competition beyond scale toward capabilities, technology, and execution.
- Research Abstract
- Distribution Channels
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Retirement
- Retirement Income
- Retirement Planning
- Distribution Management
- Compensation
- Field Leadership
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
2026 Advanced Sales Forum
7/27/2026 - 7/29/2026Last Call! Designed by top advanced sales leaders, the Forum brings together expert insights and real-world strategies for today’s financial services challenges—from emerging technology to doing more with less. Attendees gain practical takeaways and peer-driven perspectives they can put to work immediately.
Agenda- Conferences
- Regulatory Compliance
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Consumer
- Customer Experience
- Generations
- Multicultural Markets
- Wealth Markets
- Women
- Individual Insurance
- Retirement
- Retirement, Institutional/Workplace
- Retirement, Retail
- Retirement Income
- Retirement Planning
- Retirees and Pre-Retirees
- Fraud
- Insurance Products
- Combination Products
- Critical Illness
- Dental Insurance
- Disability Insurance
- Health Insurance
- Life Insurance
- Long-Term Care Insurance
- Medical Insurance
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
- Fiduciary Rules
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