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5 Key Trends Impacting RIAs
Table of Contents
It's been said that the Registered Investment Advisor (RIA) industry has changed more significantly and rapidly in the last five years
than it has since its inception. From industry consolidation, to well capitalized new entrants, to client expectations for expanded
planning services, a number of emerging trends are requiring RIAs to rethink and redefine the way they conduct their business.
The trends could be called challenges, or they could be called opportunities, but no matter what lens you view them through,
understanding and leveraging them can make all the difference for RIAs looking to not only compete, but thrive, in the highly
transformative RIA space.
Consolidation
New entrants
Fee compression
Digitization and technology
Changing client expectations and needs
How RIAs can be more competitive
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