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.
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.
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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