From WealthManagement.com
Added on August 2015 in Join an RIA
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Summary: Almost a third of all 11,472 SEC-registered RIAs are concentrated in New York and California, which has several secondary financial hubs in the cities of Los Angeles and San Francisco.
From InvestmentNews
Added on August 2015 in Form an RIA
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Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. According to an estimate by Boston Consulting Group, $46 trillion in private wealth is up for grabs in the U.S.
From Financial Advisor
Added on August 2015 in Form an RIA
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Summary: Since 2007, only one segment of the wealth management industry has boosted its market share every year: independent advisory firms. They’ve more than doubled their assets in that time, overseeing about $2.7 trillion as of 2014.
From InvestmentNews
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Summary: It seems like there are new articles covering robo-advice every day. Should you, as an adviser, be concerned? Will the robos eat your lunch?
From Financial Advisor IQ
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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.
