Weekend Reading For Financial Planners (November 16-17, 2024)

6 days ago 15

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. The study also lookedRead More... The post Weekend Reading For Financial Planners (November 16-17, 2024) first appeared on Kitces.com.


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