Nov 23, 2024
RIA roll-ups sharpen knives for next $3 trillion RIA sellers after hitting $1.5 trillion, Cerulli says, propelled by new breed of RIAs likely to embrace the category
RIA serial buyers are projected to hit a collective $4.5 trillion in AUM by 2035 [in 2024 dollars] and become the No.5 'wirehouse' by offering broker-dealer scale and ease with 'better culture, better economics.'