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?
2027 Distribution and Marketing Conference
3/15/2027 - 3/17/2027Stay ahead of what's next at the 2027 Distribution & Marketing Conference. Join industry leaders, innovators, and strategic thinkers as they share the insights, trends, and proven strategies shaping the future of distribution and marketing. Whether your focus is marketing, sales, agency building, brokerage, independent, or multi-line distribution, you'll gain actionable ideas, fresh perspectives, and valuable connections to help accelerate growth and drive results. Learn more and register.
Register- Conferences
- Distribution Channels
- 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)
- Direct-to-Consumer
- Technology
- Analytics
- FinTech/InsurTech
- Innovation
- Social Media
- Distribution Management
- Compensation
- Field Expense Management
- Field Leadership
- Field Performance
- Marketing
- Talent Management
- Onboarding & Development
- Recruiting
- Rewards & Recognition
- Selection
The Experience Imperative: How Leading Carriers are Redefining Value Across Distribution
The third whitepaper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution examines how carriers can evolve from product providers into strategic partners through integrated, seamless experiences.
Advisor Growth and Succession Planning: Building Sustainable Distribution for the Next Decade
The second whitepaper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution examines how firms are redefining how they attract, develop, and transition talent and practices.
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