Nov 12th | 2:00 PM - 3:00 PM | Watch the Replay

The Evolving RIA Marketplace & Increasing Use of Active ETFs

The RIA landscape continues to evolve, with new dynamics reshaping how firms grow, structure their practices, and adopt investment solutions. In this session, Greg Bell, Senior Director, Enterprise Accounts of FINTRX, provided an in-depth look at the changing RIA marketplace and the factors driving the rise of Active ETFs.

Attendees gained insights into:

  • RIA Growth Patterns – Historical and current trends across AUM segments within the Independent RIA community.
  • Breakaway Advisors – Where Wirehouse advisory teams are moving and how this shift is influencing the broader ecosystem.
  • Active ETF Adoption – Ownership trends across Independent RIAs and evolving product preferences.
  • Market Share Insights – Which Active ETF providers are gaining traction and how adoption varies across AUM segments.

This discussion offered valuable perspective on the forces shaping the future of RIAs and the expanding role of Active ETFs in advisor portfolios.

PRESENTER

Greg Bell

Senior Director, Enterprise Accounts

FINTRX

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