Registered Investment Advisors (RIAs) are the only growing subset of the financial advisory world. They control a sizeable portion of advisor-managed assets, and they rely on mutual funds and ETFs more than other channels of advisors. For asset managers looking to expand or defend market share, the RIA channel is an increasingly important source of business.
What's in the white paper?
In this white paper, we offer a viewpoint on RIAs and provide insights to guide your efforts in winning and retaining business from this increasingly influential source. You'll learn:
- The power of the RIA channel
- Key differences in RIA behavior and priorities
- How to align your resources with the needs of RIAs