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