The growth and impact of the Registered Investment Advisor (RIA) channel has transformed the wealth management industry in recent years.
While most RIAs have enjoyed nearly a decade of steady growth in assets, fueled by prolonged bull markets, a highly focused group of RIAs strategically grew at a rate that was faster than their peers.
The study seeks to identify the true drivers of “deliberate growth” – how firms developed by design, and not by default – and aims to provide visibility into the “value” of the RIA industry, including the services offered to clients. price is included. and the value of an overall RIA enterprise.
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