Story thread · 2 reports / 1 sources

The AUM of RIAs is soaring. But what about new clients?

americanbanker.com · 12d

SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.

First report: RIAs lose 5% of AUM a year. Here's how to win it back americanbanker.com, 14d

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