organic growth

Practice Management

Watering the Garden: Getting the Organic Growth that RIAs Crave

Photo illustration by Connor Lin / The Daily Upside, Photos by Ljupco via iStock

Advisors’ growth rates from new clients and new assets are half of what they were less than 10 years ago. Ignore organic growth at your own risk, observers say.

3 min read

Photo by Getty Images via Unsplash

Advisor Upside

Client Withdrawals Can Outpace Organic Growth if RIAs Aren’t Careful Enough

RIAs lose 2% to 5% of their AUM annually through client withdrawals, but they’re also averaging just 3% to 4% in organic growth each year.

2 min read

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