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    • The Restrictor Plate on Successful RIAs (8/31/2011)

      Wednesday, 31 August 2011 9:08   admin

      The exponential growth in the RIA industry over the past 20+ years has led to a systemic issue facing all firms: too many small clients. The vast number of legacy and accommodation accounts still being managed by advisors are consuming valuable firm resources. These same resources could be leveraged to strengthen relationships with very profitable, high net worth clients and also garner many more new ideal clients.