Marketing To Today’s RIA

Marketing To Today’s RIA

While investment managers see the enormous potential of the RIA channel, most RIAs suggest that firms struggle to reach them with relevant communications.  To help managers improve their RIA marketing efforts, SwanDog and Morningstar undertook a comprehensive study.  

The SwanDog/Morningstar RIA study:

  • Surfaces shortcomings in investment manager communications
  • Identifies marketing efforts that RIAs most value
  • Explores how and where RIAs look for information, and behaviors that can guide investment managers to more effectively reach this important client segment

Beyond those practical insights, RIAs identified the 5 firms that do the best job of marketing to them and what drives their perspective. The study also reveals firms that RIAs believe did the best job during the past market crisis.

Call us for your FREE copy of Marketing to Today’s RIA: What Every Investment Manager Should Know. And ask us about our newest study The RIA Dig! Call 630-995-3858 or email