Updated February 22, 2024, at 3:19 PM
RIA insurance offerings have grown in recent years as more and more financial professionals move toward the RIA business model.
It’s only natural, too. The progression towards firm independence, customization, and the ability to focus on client-centric solutions attracts many financial professionals.
As the RIA space continues to grow and consolidate, there’s been a shift toward RIAs offering insurance as the industry evolves.