Among $5B+ RIAs, fee-only firms lose market share to hybrid peers: Cerulli

T1Covered by 1 source · first reported by American Banker (headlines) at 21 Oct, 12:00 UTC

A new Cerulli Associates whitepaper divides RIAs into fee-only firms, hybrid companies and independent firms with insurance licenses. The results offer a striking view of how consolidation is affecting the fiduciary duty in wealth management — and vice versa.

fintech

Sources

• T1Among $5B+ RIAs, fee-only firms lose market share to hybrid peers: CerulliAmerican Banker (headlines)21 Oct, 12:00