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Q&A: Mariner CEO Marty Bicknell on the RIA's Record Year for Organic Growth
Yahoo Finance· 2025-12-23 14:00
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Organic growth is considered by many to be the holy grail for registered investment advisors, whether RIAs are seeking to build lifelong firms or bolster valuations for an eventual sale. But new clients and expanded wallet share can be hard to come by. According to a year-end survey released Monday by DeVoe & Company, more than half of RIA executive respondents (53%) said organic growth is ...