"an ecosystem of companies has emerged to serve independent advisors in essentially all areas of…"

Sunday, April 22nd, 2012 at 7:54 pm

“an ecosystem of companies has emerged to serve independent advisors in essentially all areas of their practices—from investment products and platforms to services such as technology, compliance, portfolio management and client reporting. Many of these product and service providers focus entirely on the RIA space, devoting themselves to advisors’ unique needs. Advisors today can access a huge number of resources tailored specifically to the way their firms operate.”

The Changing RIA