 Being a small, independent firm offers enormous opportunity. You are in the right space at the right time. Keep the future in mind and success will come."John Morris, co-founder, Crestwood Advisors |
3 Tricks to Help Small RIAs Grow
David Canter | Financial Planning, January 2015
Read the article online >
Summary: If you are a small RIA, you are in good company. The vast majority of RIA firms are "small," managing fewer than $150 million in assets, according to Cerulli Associates' 2013 Advisor Metrics.Yet smaller firms hold just 10% of the assets in the RIA channel -- which can make them feel like a minority when going up against the asset growth of the large wealth managers.
Be the first to comment on this Article
