 The great wealth transfer,” in which $30 trillion is expected to change hands over the course of 30 years, is putting all that money in motion."David Mullins, founder, David Mullins Wealth Management. |
RIAs Attract Two Million More Clients: Study
Alex Padalka | Financial Advisor IQ, August 2015
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Summary: The investment-advice business is a good business to be in indeed: According to a recent study of all SEC-registered investment advisors, the number of firms, clients and assets under management have all showed healthy growth over the past year. The number of clients served by RIAs grew by 6.8%, or almost two million, to nearly 30 million.
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