RIIA has commissioned a series of reports from SRI Consulting Business Intelligence and Turner Consulting to study trends in the distribution and use of retirement income products and services.

Available! Report 1

The Topology of Retirement: Charting the Landscape: the Retirement Income Market (RIIA Members - $3,500; Non Members - $5,000)

This study evaluates the dynamic between the age and wealth of American households. The study's two-dimensional segmentation divides 120 million American households into four life-stages and then further segments each life-stage by levels of financial assets. This typology provides a starting point for understanding households' complete financial situation; use of institutions, products, services, advisers, and attitudes.

Available! Report 2

The Coming Consolidation: Making the Short List (RIIA Members - $3,500; Non Members - $5,000)

When an industry with too many financial institutions meets retiring household that are simplifying their lives, expect houses to consolidate their financial relationships and look a few good institutions to meet their financial needs. This report presents the new rules of the marketplace that winning institutions and advisors will use in order to be on the "short list" of firms that retirees will choose to meet their emerging needs.

Available! Report 3

Financial Institutions and Retiring Boomers: Leverage and Stretch the Opportunity (RIIA Members - $3,500; Non Members - $5,000)

Consolidation changes the relationships between households and their financial institutions. As these changes ripple through the industry, some institutions win business that other institutions lose. This report surveys the landscape today and identifies institutions that have current opportunities and future "stretch" opportunities within the retirement income marketplace.

Coming Soon! Report 4

Advisors and Retiring Boomers: Positioning to Profit (RIIA Members - $3,500; Non Members - $5,000)

As Boomers consolidate their institutional relationships and their assets are 'in motion' as they shed institutions, the successful companies and their financial intermediaries will capture a larger share of these newly freed assets. The report presents the elements that institutions and advisors must have in place in order to meet a broader range of needs from retiring Boomers.

Join Today -- Order Today!

• A free Executive Summary of each report will soon be 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 report on each topic is available to all RIIA members for a discounted price of $3,500 per report. Log into the Member-Only area for member ordering information.

• Members may also contact Deborah Burkholder to order their discount copy, Deborah@riia-usa.org or call 617-342-7309.

• Non-members may purchase the studies for $5,000 per report by filling out the order form  and faxing it to 1-650-859-4544.