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Tax services fuel RIA growth, Fidelity survey shows

Tax services fuel RIA growth, Fidelity survey shows
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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.

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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.

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RIAs' Organic Growth Declined Sharply Last Year, Fidelity Says

RIAs' Organic Growth Declined Sharply Last Year, Fidelity Says
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Fidelity-investments

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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