Tag: RIA business model

Data & Research December 20th, 2017

RIAs Lowering Fees by 20 to 30 Basis Points

They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.

March 24, 2021 | Virtual Conference

Thursday, the Dow climbed 318.19 points (0.93%) to 34,548.53, the Nasdaq increased 50.42 points (0.37%) to 13,632.84, and the S&P 500 gained 34.03 points (0.82%) to finish at 4,201.62. The Russell 2000 was down 6.86 points (0.31%) at 2,241.42, and the Wilshire 5000 closed 210.19 points (0.48%) higher at 43,723.94.

The price of the 10-year Treasury note was up 1/32, decreasing its yield to 1.571%. The price of the 30-year Treasury bond decreased 23/32, bringing its yield up to 2.248%.

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.
Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.