The growth and influence of the Registered Investment Advisory channel in recent years has transformed the wealth management industry – and all indications are that RIAs will continue to grow at an accelerated rate and have an even more significant impact on the financial services landscape.
While most RIAs have enjoyed nearly a decade of consistent growth in assets, buoyed by a prolonged Bull Market, a highly concentrated group of firms strategically grew at a rate that was exponentially greater than their peers. What drove – and will continue to drive – their outperformance and success? The first-ever RIA Edge Study has all the answers. This webinar will offer the first live look at the key findings from the 2022 RIA Edge Study, which examined the growth rates of hundreds of RIA firms, as well as their expectations for the future. Specifically, this webinar will focus on: RIA Growth: Historical RIA growth rates, as well as 2022 growth targets and goals M&A: How strategic RIAs are using a range of M&A strategies to ignite growth Organic Growth: How the fastest-growing RIAs are investing in marketing, business development and new client acquisition Human Capital: How the industry’s top RIAs are structuring their organizations to improve their productivity – and how they are acquiring new talent to drive future growth. All registrants will receive a free copy of the 2022 RIA Edge Study. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | 