In the know

A new playbook for an uncertain restart

Join us on September 21st for a discussion on how low rates, inflation pressures, and a rewired globe, demand a new approach to constructing client portfolios.

If you are growing organically, guess what, you're in the top 50% of firms.

It's one thing to have a well-thought-out plan on a piece of paper. It is a whole completely different thing to actually enact that plan and it be successful.

If you create a business that you would want to buy, then you've got options.

You need to be 100% prepared to be proactive.

One of the things we're very clear about is what we're coming to work for every day.

Individuals have individual circumstances and that we need to be able to flex and accommodate those.

Buyers are looking at qualitative factors long before they look at the numbers.

Sellers want to make sure that their clients are taken care of. And it's not just status quo. It's not just say, hey, maintain the status quo.

While we think M&A is a great growth path for us, it's not the only growth path.

It's not tough to find people, it is tough to find talent.

Sometimes it's not in our own backyard, sometimes it's down the street.

Folks, just the way the society is evolving, they're not looking for a job. They're not even looking for like a career. They’re actually kind of in search of a vision or a mission.

The puck is going to continue to move the RIA direction.


RIA Leader Lab: Ideas to grow your business

There's heavy competition in the RIA space. Watch leading RIA owners and operators discuss how they differentiate their firms and how RIA firms can access organic and inorganic growth.

Adapt to changing markets while keeping costs low
BlackRock’s range of model portfolios are able to rebalance when market conditions change so you can keep your focus on clients while their portfolios stay on track.
Model Portfolio
New post-pandemic scenarios now available in Scenario Tester
You can't predict the future, but you can help your clients prepare for it. Stress test client portfolios against the new Economic Restart scenarios to see a range of outcomes that could occur in a post-covid world.
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Calm nervous clients with timely market perspectives