RIA Net Organic Growth is Practically Non-Existent
Steve Sanduski
AUGUST 4, 2022
I’ll go straight to the punch line —> The average RIA firm had negative revenue growth over the past five years if you exclude market movement using a traditional 60/40 market portfolio as a proxy for RIA investment allocations. With a traditional 60/40 allocation, this portfolio would have grown about 75.5%
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