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RIA Trend Report - Financial Performance: Key Takeaways

Five key takeaways from the RIA Trend Report - Financial Performance Report | Sponsored by Allianz Global Investors

We present key findings and insights from our survey questions on financial performance, to which advisors responded with metrics for the year ending 2015 and projections for 2016, including number of clients and assets under management, key income statement line items, and advisor compensation. In a few instances we also compare to 2014 survey responses.

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