Some accuse RIA firms of minimal confidence in their business development strategies, and insist they're not implementing strategies to improve that.
Fidelity Institutional Wealth Services, the custodian to $750 billion worth of RIA clients' assets in 2013, has an interest in changing that.
Their 2014 RIA Benchmarking Study sets out to define the marketing and business practices of the highest performing firms, in the hope of motivating stagnate counterparts.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
