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RIAs Are Moving Fast to Offer HNW Services: Survey
Research August 23, 2024 at 12:28 PM
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What You Need To Know
- The rate of respondents offering "family office services" more than doubled since 2023.
- Firm principals express heightened interest in technology, cybersecurity management and regulatory compliance.
- Rates of technology use for back-office and client-facing functions remained stable.
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