Wealth and Asset Management
Among Wealthiest Clients, RIAs & Multi-Family Offices Show Largest Gains
Among advisory services competing for the wealthiest clients, RIAs and multi-family offices are winning. That's the conclusion of a recent Cerulli report, which found that, among clients investing $5 million or more, investable assets under management at RIAs and multi-family offices jumped a whopping 19% to nearly $500 billion in…
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