After an avalanche of AUM in 2020-2021, some RIAs are stretched thin on service bandwidth, but the answer is to begin 'productizing'
The word 'product' is anathema to RIAs but the open-ended promise of high touch service isn't sustainable for advisors, and it's also not ideal for the client
Author Guest Columnist Amy Parvaneh November 10, 2021 at 6:55 PM
0 Comments
Related Moves
The upper RIA echelon mass-exit is now at 25 execs and counting -- for 25 'reasons' -- but it's hardly a coincidence, analysts say
Burnout and EBITDA weigh on CEO-types as never-ending exits claim Ron Carson, Aaron Klein, Bernie Clark, Rudy Adolf, Bill Crager and Tim Buckley.
June 7, 2024 at 11:17 PM
2023 was great RIA year and nobody really noticed, setting up 2024 for a more visceral reap
Pushing toward $10 trillion on multiple rising tides -- and with much creative destruction sorted out -- the RIA channel, ethos and movement are succeeding quietly in plain sight
