While applying carpentry advice to a desk job might seem out of place, the reality is that proper, thorough research lends itself to high-quality articles. In this week’s cover story, “A rising tide in the RIA industry is lifting all boats,” senior research analyst Devin McGinley provides that proof.
Our annual custodian research generated the unique data that you have come to expect from InvestmentNews Research, but to augment that, Devin went through SEC filings to confirm survey results and his findings. And those findings were intriguing.
For instance, in response to the ballooning RIA market, LPL Financial recently repositioned its custodial offering, and that led to 53% growth in custody assets. LPL managing director Rich Steinmeier elaborates on that in the article. Also interesting is the increase in the number of solutions providers in the industry, because, as Tyrone Ross of Onramp Invest notes, no single custodian has everything an adviser might need.
These seemingly modest shifts indicate that as the relationships between clients and advisers deepen, the custodial market just might see some interesting adjustments. And it’s that extra level of research that divines these bits for our audience. You can get a glimpse of our full research suite online, and if you have an idea for custom research, reach out, we’re all ears.
CEO Allen Darby sees a coming shift in M&A dynamics as AI eliminates clerical roles at RIAs, leaving buyers and sellers to negotiate who benefits from the added margin.
Michael Bell explains how the PE push in retirement plans will benefit investors, why warnings around risks may be overplayed, and what it will take to get plan fiduciaries comfortable with private investments.
Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA rollover decisions.
The wealth tech firm is rolling out its "Do Anything" assistant as leaders and strategists tout the next evolution of artificial intelligence.
Appeals court overturns SEC’s CAT funding plan, broker-dealers face new uncertainty.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
