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8min chapter
CPI, Financial Advising, and DC Latest
Bloomberg Intelligence
Maximizing Time with Clients: Supporting Registered Investment Advisors (RIAs)
This chapter discusses the challenges faced by financial advisors in providing value to their clients and the importance of leveraging technology and subject matter experts. The speakers highlight their role as a business partner for RIAs, providing research support, portfolio building assistance, technology tools, and white labeling services. They also discuss the evolving industry landscape, with smaller RIAs now able to compete with larger banks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode