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

Laura A. Murach, ACS, LLIF, FLMI; 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.
Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.
How is COVID-19 affecting registered advisors?
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Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
RegisterThis highly interactive, hands-on meeting is designed to help leaders of internal, hybrid and external wholesaling teams excel in their roles and lead high performance teams.
Agenda RegisterJoin Bryan Hodgens, senior vice president and head of LIMRA research and Ron Neyer, associate research director, LIMRA Workplace Benefits Research, to learn how carriers are reimagining their relationships with brokers and technology providers to help manage costs and sustain continued growth.
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