Maritz
RIAs ride business growth trendPosted by RJ and Makay on May 20, 2011 |
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A recent survey of more than 500 registered investment advisors found that 73% of them had won more clients in the last six months, a 7% increase from a year earlier. Only 5% of RIAs reported fewer clients, compared to 8% last year. Clients opting out of traditional full-commission brokerages are providing most of their new business, continuing the trend of the past few years.
Maritz Inc. conducted the survey between March 21 and April 1, 2011 on behalf of TD Ameritrade Institutional, and included both TD Ameritrade custodial RIA’s and others.
