As asset managers consider the competitive positioning of their firm and their products, the registered investment adviser (RIA) channel continues to play an important role as a key driver of growth and market share. RIAs wield a great deal of power to influence market trends in the months and years ahead.

Understanding where that influence comes from and why RIAs are important; how their preferences, priorities, perspectives and behaviors differ from broker/dealer representatives; and, perhaps most critically, how to use those insights to catch and keep the attention of this influential group of professionals is a vital prerequisite for sustained success in the competitive financial advisory landscape of today.

OUTSIZED INFLUENCE

While RIAs make up a little less than 20 percent of all financial advisers today, their overall impact and influence exceeds their modest numbers. First, those numbers are on the rise. RIAs are the only growing subset