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Among $5B+ RIAs, fee-only firms lose market share to hybrid peers: Cerulli

By Tobias Salinger · Financial Planning ·

Image: Financial Planning

A new Cerulli Associates whitepaper divides RIAs into fee-only firms, hybrid companies and independent firms with insurance licenses. The results offer a striking view of how consolidation is affecting the fiduciary duty in wealth management — and vice versa.

Summary as published by Financial Planning
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Financial ADVSR links to reporting from across the industry. This story was reported by Financial Planning. Financial ADVSR is not affiliated with Financial Planning. Updated every 10 minutes.

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