Why do some wealth management firms experience explosive growth while others plod along at a more leisurely pace? To answer this question, we recently invited senior executives from nine firms that manage $1 billion or more to join us for a full-day discussion of what’s driving growth at these firms.

While each firm had its own unique market niche, they all shared one common trait: they focus on meeting the needs of high net worth and in some cases ultra-high net worth clients, and they do so profitably. These findings were consistent with Fidelity’s 2012 RIA Benchmarking Study, which revealed that 75 percent of high-performing firms serve clients with average assets under management of $1 million or more.

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