As people seek-out holistic financial planning, and more finance pros transition to becoming RIAs, this trend will continue.

December 26, 2024 by Sheryl J. Moore

Would you be surprised to know that nearly a quarter of all indexed annuity sales originate through an RIA?

Hybrid RIAs, that take commissions and do AUM, that is…

This percentage has been growing steadily since 2005.

I only see this figure increasing, going forward. As people seek-out holistic financial planning, and more finance pros transition to becoming RIAs, this trend will continue. -sjm