Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Your sales rep submission has been received. One of our sales representatives will contact you soon.
The Registered Investment Advisor (RIA) channel, synonymous with fee-based pricing, posted $28.7 billion in mutual fund and ETF flows through the first quarter of 2018 compared to the industry retail total of $62.6 billion. Although smaller in collective headcount, RIAs during this period generated more than twice the flows (47%) of their larger Wirehouse and IBD counterparts (both at 17%), and more than all other channels, including institutional.