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2021 RIA Benchmarking Study (PDF)
Charles Schwab 
July 28, 2021 48 presentation slides. "Given the environment, firms experienced remarkable growth in 2020: AUM up 14.5%, revenue up 7.5%, and number of clients up 4.7% for all firms, at the median.... Firms adapted quickly to new business practices in 2020 ... This year's focus section centered around new client growth and tactics firms used to propel client acquisition during the pandemic." MORE >> |
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