 I think the firms that will be the most successful are the ones who can best articulate their business model and their value-add.”Thomas Scalici, CEO, Cornerstone Advisors Asset Management . |
RIA Survey & Ranking 2015
Jeff Schlegel | Financial Advisoor Magazine, July 2015
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Summary: If you ask five registered investment advisor firms what’s the secret to their success, you might get five—or six, seven or maybe more—different answers. That’s because the possible paths to success in the RIA space are varied, and success seemingly has been the order of the day according to Financial Advisor’s 2015 RIA survey.
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