6 steps to becoming a billion-dollar RIA firm

While billion-dollar firms might be considered a minority in the wealth management industry, more and more firms are reaching this level. In 2012, there were more than 500 billion-dollar firms reported – up from 300 firms just three years prior.

And these firms are controlling a disproportionate amount of the assets in the RIA channel, according to the Alliance for Registered Investment Advisors.

Read Article