Tag: Business model

Many RIAs Report Firm Growth

In the last six months, 60% of surveyed independent registered investment advisers (RIAs) reported an increase in clients, many of which are coming from broker/dealers and wirehouses.

RIA Industry Rife With M&A Activity

Since 2006, the average number of annual deals among registered investment adviser (RIA) firms rose 37% in the last two years, to 48, and the increase in acquisitions shows long-term signs of sustainability, according to a new study.

Tiburon Predicts Strong Growth Among Fee-only Advisers

The number of fee-only financial advisers has been relatively flat in recent years - there are 10,466 Securities & Exchange Commission registered fee-only financial advisers – but the number will increase to 27,000 by 2012, according to research from Tiburon Strategic Advisors.

PA NC: The Future of the Wirehouse Adviser

Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model, commented panelists at PLANADVISER’s National Conference in Orlando, Florida this week.