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The RIA Channel: A Roadmap for Driving Growth (Executive Summary)

A deep dive into the RIA sales channel, exploring drivers of growth, market segmentation and building an action plan to drive growth.

According to our data, total sales of LTMFs and ETFs by Registered Investment Advisors now exceed the total sales made by the four largest traditional distributors—the big wirehouse broker dealers. The RIA Channel: A Roadmap for Driving Growth provides a deep dive into the RIA sales channel and explores the following:

  • What are the drivers of growth in the RIA channel?
  • How do I segment the market to develop a cost-effective distribution plan?
  • What are the steps to building an action plan?

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