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Among $5B+ RIAs, fee-only firms lose market share to hybrid peers: Cerulli
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American BankerReposted by 
Financial Planning
Financial PlanningAmong $5B+ RIAs, fee-only firms lose market share to hybrid peers: Cerulli
A new Cerulli Associates whitepaper divides RIAs into fee-only firms, hybrid companies and independent firms with insurance licenses. The results offer a striking view of how consolidation is affecting the fiduciary duty in wealth management — and vice versa.
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