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.

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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