RIAs leaned on organic growth to weather 2022, Schwab study shows
In the latest RIA Benchmarking Study, growth supplanted the pursuit of talent as the top priority for most advisory firms.
During the 2022 economic environment that saw both stocks and bonds decline in historic fashion, driving down assets under management across the financial planning industry, organic growth stood out as a bright spot for the industry.
According to the 17th annual 2023 RIA Benchmarking Study releas
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