Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, up from the historic average of 30%, according to DeVoe & Company’s latest RIA Deal Book.
This is the time of year to professionalize your RIA's marketing with a view to engaging target audiences and capturing specific areas of that engagement as value, preferably in ways that can be measured.
In this webinar on Monday, Oct. 18th, our panel of speakers will discuss how you can help optimize your ETF trading practices and a few trends seen in the ETF market.