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After an avalanche of AUM in 2020-2021, some RIAs are stretched thin on service bandwidth, but the answer is to begin 'productizing'

The word 'product' is anathema to RIAs but the open-ended promise of high touch service isn't sustainable for advisors, and it's also not ideal for the client

Author Guest Columnist Amy Parvaneh November 10, 2021 at 6:55 PM
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Amy Parvaneh: 'RIAs need to start embracing the unthinkable by transitioning some of their service offerings to a product.'

Amy Parvaneh

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