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Tax services fuel RIA growth, Fidelity survey shows

Tax services fuel RIA growth, Fidelity survey shows
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

Advisors hustled to hang onto clients last year: Fidelity

With the market dropping precipitously in 2022, RIAs spent much of last year fighting to hang onto clients and soothe their anxieties.

Fidelity: Advisors Gave Up Asset Growth for Client Retention in 2022

Net new asset gains by RIAs dropped 40% YOY, according to a Fidelity survey, and it may be time to consider adjusting fees and outsourcing functions.

RIAs Organic Growth Declined Sharply Last Year, Fidelity Says

RIAs Organic Growth Declined Sharply Last Year, Fidelity Says
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

RIAs Organic Growth Plunged Last Year, Fidelity Says

Last year was a rough one for markets and registered investment advisory firms. RIAs’ organic growth slowed considerably in the face of economic and market…

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