Recent report shows the need for stronger client acquisition and marketing as income withdrawals continue to reduce assets under management.
Registered investment advisors (RIAs) need to strengthen their business development and marketing efforts to offset ongoing asset outflows, according to according to The Cerulli Edge—The Americas Asset and Wealth Management Edition from Cerulli Associates. Research found that attracting new clients remains one of the biggest challenges for RIAs The report found that regular income withdrawals and one-time distributions accounted for 56% of RIAs' asset outflows in 2025. It also sa