From AUM to Everything: How Independent RIAs Can Accelerate Growth Through Expanded Financial Services – investmentnews.com

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Summary

Independent RIAs in the US are facing a turning point. Fee pressure, commoditized portfolios, and the rapid rise of robo-advisor platforms mean investment management alone is no longer a durable differentiator. At the same time, affluent households are scattering assets across banks, custodians, and…

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