Elite RIAs are increasingly relying on the concept of teaming. More than half, 56%, of all elite RIAs have a team of advisers and support staff that are assigned to each client, compared with just 34% of all other firms. While 47% of other firms assign a sole adviser to each client relationship, only 27% of the elites rely on this method."
2016 Elite RIA Study, produced by InvestmentNews Research and BlackRock |