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Webinar Recording

RIA Trends & Distribution Opportunities

April 3, 2020

As the industry adopts an increasingly fiduciary mindset, new opportunities and challenges exist for RIAs and asset managers.

Ed Louis

Ed Louis

Associate Director

Bio →

Ed Louis

Ed Louis

Associate Director

Ed is an associate director in Cerulli’s Wealth Management practice and leads research for the U.S. Intermediary Distribution report. His research focuses on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends. 

Prior to joining Cerulli Associates, Ed worked as an internal wholesaler at Wells Fargo Asset Management. There, he spent nearly a decade working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels.

Full biography here.

Marina Shtyrkov

Marina Shtyrkov

Senior Analyst

Bio →

Marina Shtyrkov

Marina Shtyrkov

Senior Analyst

Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research for two annual reports. She also contributes to The Cerulli Edge series and generates quantitative analysis to support strategic consulting engagements.

Prior to joining Cerulli Associates, Marina was at Baystate Financial. In her role, she managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies.

Full biography here.

Summary

As the industry adopts an increasingly fiduciary mindset, new opportunities and challenges exist for RIAs and asset managers. During this 45-minute presentation, Cerulli’s Marina Shtyrkov and Ed Louis explore key RIA channel trends and interpret how these changing dynamics impact asset management firms.


This presentation addresses:

  • Drivers of growth in the RIA channel
  • Consolidation and how it is transforming the landscape
  • RIA consolidators, their business models, risks, and opportunities
  • How the growth of the RIA channel is influencing distribution strategy decisions
  • RIA product use and engagement strategies

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