RIA Net Organic Growth is Practically Non-Existent
Steve Sanduski
AUGUST 4, 2022
Charles Schwab just released their 2022 RIA Benchmarking Study and I decided to crunch the numbers and see what the data shows. Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets. Crunch the Numbers. Simple math says the CAGR of NET NEW ASSETS (i.e.,
Let's personalize your content