RIA Channel

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about RIA Channel, every show

Nesbitt: RIA channel was historically targeted with substandard, high-fee products
“Sales into that channel were product pitches and substandard products, with high fees.”
Steve Nesbitt Oct 7, 2024 ▶ 24:59 Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
CAPITAL ALLOCATORS Assertion Contradicted
RIAs allocate under 2% to alternatives compared to wirehouses' 10-15%
“What's interesting though, however, and where the opportunity is, is that the RIA channel has allocation rates to alternative investments less than two percent. Their colleagues in the larger wealth management firms, the wirehouses, on average have allocation …”
Matt Brown Oct 11, 2021 ▶ 19:35 Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)

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