This report, in its sixth iteration, provides an in-depth analysis of the retail-focused registered investment advisor (RIA) marketplace. The report includes Cerulli’s 11-year market sizing of the independent RIA and hybrid RIA channels, addressing factors that have led to the channel’s high growth. It offers insights about the needs, challenges, and opportunities facing RIAs in today’s environment. The report also covers key topics for RIA sales distribution, including product use, portfolio construction, and allocation changes.
Data included in this report comes from Cerulli’s long-running annual Advisor Survey and includes insights from sales managers and wholesalers at asset management firms.
Reasons To Purchase:
- Identify growth opportunities and review how RIAs are differentiating their service offerings to compete with other channels
- Understand the impact of upcoming regulatory requirements and secular trends on service offerings
- In-depth review of the challenges behind advisor succession