According to Cerulli

RIAs Continue to Win Marketshare, Growing at 6% While Wirehouses Shrink

Date:

RIAs Continue to Win Marketshare, Growing at 6% While Wirehouses Shrink

Author: Gabriela Huerta

  1. Expected to grow to 28% in 2020
  2. Besides RIAs, broker/dealer, mega teams, and home-office due diligence relationships are areas of opportunities
  3. Increasing the technical skills of existing wholesalers to address more sophisticated advisor teams is sales managers' top priority