
Nov 28
10 Reasons RIAs Should Specialize Now By Jeff Berman - ThinkAdvisor
Specializing is one key strategy that registered investment advisors should be using to grow and meet the evolving needs of clients in every market environment, according to executives from three advisory firms who spoke Thursday during the American College of Financial Services webcast “Why Now is the Right Time for RIAs to Specialize.”
The growth that Akron, Ohio-based RIA Sequoia Financial Group has seen since its founding about 30 years ago has “afforded us the opportunity for specialization,” said Heather Welsh, a comprehensive financial planner who serves as the firm’s vice president of wealth planning.
