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RIIA Proprietary Research Series is Impressive

The RIIA Institutional and Advisor Strategic Study Research Series examine the impact of current changes and trends on retirement on financial institutions, advisors and advisory firms. Five of the studies are completed and now available.

The RIIA Strategic Study Research Series

The newest report #5: Advisor Best Practices in Delivering Retirement Income

This report continues the focus on advisors, provides insight on how they deliver retirement income support and shares the methods, challenges and investments that are used in managing portfolios. The study details advisor retirement income practices revealing activities that differ radically from the past, from new software and new investment strategies to expanded areas of focus. This must-read report documents the emergence of an entirely separate advisor discipline.

RIIA Members may access the full report for free from the Members-Only section of the RIIA website.

Non-members may purchase the Advisor Best Practices Report for $1,100 by contacting

• Dennis Gallant, GDC Research, (781) 314-0606, gallant@gdcresearch.com  or

• Howard Schneider, Practical Perspectives, 978-590-7290, howard.schneider@practicalperspectives.com.

Report #1: The Topology of Retirement: Charting the Landscape

RIIA created the foundation for its Research Series by looking at all American households based on segments of their life stage and wealth.

Report #2: The Coming Consolidation: Making the Short List

This study shows how consolidation — retiring households shedding financial institutions and simplifying their lives — is both inevitable and actually a good thing for those institutions that remain on the "short list."

Report #3: Financial Institutions and Retiring Boomers: Convergence's Payoff or Payback

The report identifies the types of institutions that currently win and the types of firms that traditionally lose customers and their business as they enter the retirement years.

Report #4: Financial Advisors and Boomers: Regular Use May Be Beneficial to Your Wealth

The study focuses on what may be the key for firms wishing to provide additional value to their Boomer customers: the financial advisor. The report proves that getting advice regularly benefits the household's bottom-line.

Join Today -- Order Today!

Free Executive Summaries of Reports #1-4 are available to Regular and Associate Members of RIIA by logging into the Members-Only section of the RIIA website. Join RIIA today to enjoy this member benefit.

The full expanded reports on topics #1-4 are available to all RIIA members for a discounted price of $3,500 per report. Log into the member area for ordering information. Members may also contact Deborah Burkholder to order their discount copy, Deborah@riia-usa.org or call 617-342-7390.

Non-members may purchase Studies #1-4 for $5,000 per report by ordering online at Strategic Business Intelligence.