There’s a popular saying in business: “What got you here, won’t get you there.” This has never been truer for RIAs today, who are at the epicenter of multiple seismic shifts threatening to upend their tried-and-true success strategies.
After decades of exceptional growth, the RIA landscape is being redefined by the convergence of significant technological, cultural, regulatory and demographic changes. Although most RIAs are well positioned to meet these challenges, they cannot be complacent. Advisers need to better articulate their value propositions, alter their fee structure, adapt to new regulations, and pursue a new generation of advisers and clients.
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