Cerulli's Report

RIA and Dually Registered Assets Will Reach 28% Marketshare By 2018

Date:

RIA and Dually Registered Assets Will Reach 28% Marketshare By 2018
Foto: Armada Española. Los activos de los RIAs alcanzarán el 28% de la cuota de mercado en EE.UU. en 2018

Author: Alicia Miguel

  1. Currently, the RIA and dually registered segment account for 20% of total intermediated retail investor assets in the U.S.
  2. "It would seem that the RIA channel would be a high priority for asset managers. However, the channel presents unique challenges for product providers"