Does anyone have search experience in investment advisory industry

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by a searcher from The University of Chicago - Booth School of Business
in New York, NY, USA

5yrs ago

Does anyone have search experience in investment advisory industry

Curious to know people's experience to search investment advisory firms like RIA's. Or growing ETF or smart beta firms.

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reply by a searcher 5yrs ago
from Columbia University in Jacksonville, FL, USA

I have looked in this space and done factor analysis for starting a smart beta firm. I was pursued by ML for wealth management but I really wanted a competitive advantage. Areas that are ripe would be adding an online advisory to an established RIA/WM firm, adding investment products. Heavy marketing and team building involved.

reply by a lender 5yrs ago
from St. Mary's College of California in San Francisco, CA, USA

We actively lend to smaller firms within the RIA space that are looking to acquire additional books of business. We started this capital channel a few weeks ago and already have multiple deals in the queue so I feel there may a dislocation in this space for financing.