The consultancy projects independent RIAs to grow 4% annually through 2028, with insurance broker/dealer advisors seeing the most attrition with 2.6% annual declines.
Use of active ETFs when constructing portfolios rose to 40% of advisors at the end of 2024, up from 13% in 2022. Strategic beta products and liquid alts are also on the rise.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
