 For every one of the older clients who pass away and their assets leave the firm, there are newly wealthy people coming into play. We want to make sure we are out there in front of them and they recognize our name.”Peggy Budros, CEO, Ruhlin & Roe |
RIA Leaders 2017: Is this decumulation?
Ann Marsh | Financial Planning, January 2017
Read the article online >
Summary: More than a third of the nation’s largest RIAs lost assets under management in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking.
Be the first to comment on this Article
