RIAs at an inflection point: A blueprint for growth, scale and independence
by Rizwan Ibrahim
Independence has always been the RIA profession’s proudest badge. Free from the sales quotas of wirehouses or the proprietary platforms of banks, independent advisers grew by offering something more human: alignment, trust and advice unclouded by conflicts. For decades, that model has worked. Assets under management swelled, client relationships deepened, and the RIA industry grew to more than $5 trillion in client assets, according to Cerulli Associates.
