What Fast-Growing RIAs Have in Common, According to DFA
Diana Britton | WealthManagement.com, June 2019
Read the article online >
Summary:It's easy to "grow" as an advisory firm when equity markets are rising. But when you look at registered investment advisors that are truly growing organically—and not simply riding the wave of a bull market—some interesting attributes emerge, according to Dimensional Fund Advisors' most recent RIA benchmarking study. The asset management firm's study compared firms in the top quartile of growth rates with firms in the bottom quartile.