Summary: Global analytics firm Cerulli Associates projects that the independent registered investment advisor (RIA) and hybrid RIA channels combined will increase their asset market share from 23% in 2015 to 28% in 2020 – likely outpacing wirehouses.
 While wirehouses still hold a substantial share of assets, RIAs are the growth story. To build a relationship within an independent practice, wholesalers need to truly understand a firm’s investment philosophy and decisionmaking process."Kenton Shirk, associate director, Cerulli |
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