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Cerulli Webinar
RIA Trends & Distribution Opportunities



As the industry adopts an increasingly fiduciary mindset, new opportunities and challenges exist for RIAs and asset managers. During this 45-minute presentation, Cerulli’s Marina Shtyrkov and Ed Louis explore key RIA channel trends and interpret how these changing dynamics impact asset management firms.

This presentation addresses:

• Drivers of growth in the RIA channel

• Consolidation and how it is transforming the landscape

• RIA consolidators, their business models, risks, and opportunities

• How the growth of the RIA channel is influencing distribution strategy decisions

• RIA product use and engagement strategies

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