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The State of Independent Financial Marketing

In 2015, 23% of all assets in the United States were managed by independent financial firms. By 2020, the figure is expected to grow to 28%.

This report was written for RIAs, firm aggregators, individual advisors and explains...

  • The average marketing investment made by firms, considering AUM
  • High-growth communication mindsets which are driving asset acquisition
  • Strategies which are being used to engage, and capture, assets from Gen X and Gen Y
  • Trends within the industry that we expect to continue through 2028.
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