The Center of Influence for Financial Advisors and RIAs - Click Here

RESEARCH

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Goodbye To All That

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Is this the end of “too much of a good thing” in the RIA space?

The Big Blur

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Broker-dealers are trying to look more like RIA custodians, but it was the fees they charge, sometimes opaque ones, that helped them win big during the pandemic.

Independent Broker Dealers Survey 2021

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April 2021 Financial Advisor Magazine

Independent Broker-Dealers 2020 Survey

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April 2020 Financial Advisor Magazine

The Young & The Bold

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Abandoning AUM fees, many younger advisors are creating their own business models.

Independent Broker-Dealers 2019 Survey

by FA Staff

April 2019 Financial Advisor Magazine

RIA Survey & Ranking 2018

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RIAs are being forced to keep up with an industry whose clients and technologies are rapidly evolving.

Study Finds African-Americans Desire Financial Education More

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A MassMutual study shows African-Americans have a greater interest in financial education than peers.

New Research For Financial Planners

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Highlights from the Journal of Financial Planning’s competition for financial planning research.

RIA M&A Deals Surged in Q1

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Mergers and acquisition activity involving RIAs during the first quarter was on pace for a record-setting year, according to Charles Schwab.

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