Infographic: 2021 RIA PARI Survey

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Benchmark Yourself Against Your Peers

Explore the results of our joint survey of 198 financial advisors who identify themselves as either "RIA," "Dually Registered," "Hybrid," or "TAMP/TPIA." Learn how IARs of RIAs value protected solutions, their perceptions of how clients value those protections, the kinds of protections they value most, and how they prioritize their planning for clients.

About RetireOne

Your Insurance + Annuity Back Office

Free of charge to RIAs and their clients, RetireOne is the leading, independent platform for fee-based insurance solutions. Serving over 1,000 advisors and offering solutions from multiple companies, the RetireOne platform is designed to simplify and add value in fee-based, retirement-solutions distribution. We've been in business since 2011 and currently service over $1 billion of retirement savings investments.