 Expect RIAs to flex their marketing muscles this year, and ramp up spending on certain operational initiatives such as hiring younger advisers.”TD Ameritrade Institutional RIA Sentiment Survey |
How RIAs plan to spend in 2017
Charles Paikert | Financial Planning, February 2017
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Summary: Planners say they expect to see increases in revenue and client assets in 2017, according to the latest TD Ameritrade Institutional RIA Sentiment Survey. Accordingly, they plan to rev up spending on marketing, business development and technologies such as electronic signatures, the survey revealed. Also in the works: initiatives like more networking to attract a new generation of clients.
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