 It [the Alliance for RIAs white paper] is effectively a blue-print for getting to and growing beyond the billion-dollar plateau.”John Furey, principal, Advisor Growth Strategies.
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Six Secrets to Building a Billion Dollar Firm
Megan Leonhardt | wealthmanagement.com, November 2014
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Summary: How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be accelerating. Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.
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