Summary: Earlier this year, we surveyed over 1,000 registered investment adviser (RIA) firms about their technology usage, service offerings, and portfolio management styles, and then coupled the results with several different firm performance metrics.
 .In our observations, firms using passive portfolio management often have a more enduring value proposition that survives in good and bad market times and better positions the adviser as a holistic wealth manager rather than a portfolio manager solely judged by its latest performance track record..”RIA in a Box. |
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