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Mastering the moment

Mastering the moment

Schwab
Published by: Research Desk Released: Oct 01, 2020

The Registered Investment Advisor (RIA) model will be the growth story of the next decade. With a track record of growth, RIA firms have proven that independence delivers long-term competitive advantages, and these advantages can shine in both bull and bear markets. While the responsibilities of managing a firm’s P and amp;L may be high, so are the opportunities that come from asserting control. Agility, responsiveness, creative thinking, and clear communication—the hallmarks of a successful RIA—are needed now more than ever.