Growing assets under management (“AUM”) has become harder and more expensive than ever for financial advisors… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each registered investment adviser (“RIA”) up for sale.
Scaling Financial Advisors' AUM: The…
Growing assets under management (“AUM”) has become harder and more expensive than ever for financial advisors… traditional marketing methods are quickly losing efficacy and an acquisitions strategy sounds great until you realize there are 52 bidders per each registered investment adviser (“RIA”) up for sale.