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FEATURED ARTICLE
From AUM to Everything: How Independent RIAs Can Accelerate Growth Through Expanded Financial Services
Whitepaper | InvestmentNews, April 2026
Summary: Independent RIAs in the US are facing a turning point. Fee pressure, commoditized portfolios, and the rapid rise of robo-advisor platforms mean investment management alone is no longer a durable differentiator. At the same time, affluent households are scattering assets across banks, custodians, and digital apps, leaving advisors exposed to attrition and share‑of‑wallet erosion. For firms that want to keep growing in this environment, the real opportunity is not simply gathering more AUM – it is capturing the full financial relationship, from cash and lending to business banking and estate coordination.
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