The competition for the assets of Registered Investment Advisors (RIA) is stiff. While RIA sales teams continue to expand to tap into this fast-growing channel, RIAs have actually been doing business with fewer asset managers. Moreover, the diversity of this channel makes it challenging to prospect. To tackle this complex market, asset managers often rely on generalized assumptions that often hamper their efforts to win over this channel.
DST’s latest research Debunking 4 Myths of Selling to RIAs investigates the common misconceptions many asset managers hold that derail their sales efforts in this space:
This report includes:
Purchasers of this report also receive a personalized DST analyst presentation. Learn whether your distribution strategies for the RIA channel are effectively optimized. Purchase the report today.
Primary Audience: Asset management leadership and distribution executives — particularly RIA channel heads
DST, in conjunction with Horsesmouth, conducted a survey of 150 RIAs as well as interviews with selected asset management distribution executives.
categories: ria/rias, mutual funds, industry trends