Penetrating the RIA/Family Office Space

Penetrating the RIA/Family Office Space

Author: NICSA As fund managers increasingly turn to the unique RIA/family office market for growth opportunities, an effective distribution strategy becomes more important than ever. NICSA members were coached on how to successfully interact with key investment research teams — including Pacific Life, Independent Financial Partners, and Massey Quick Simon— during a recent #WebinarWednesday panel…

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