RIA firms of all sizes reported cautious optimism about their growth potential and the global economic environment, according to a survey by Fidelity Institutional Wealth Services.

“New product or service introductions, as well as potential fee increases, may contribute to … better revenue realization for the next several years,” the authors wrote in the study that polled 308 RIA firms last spring. However, these growth drivers are having a stronger impact on growth than market performance, the survey found.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access