AllianzGI is a global investment company and has developed and dedicated a section on its website to help RIAs – the RIA Exchange. Philip Chao was recently interviewed at AGI’s headquarters in New York and the summary of the interview can be found there.
Philip Chao offered his thoughts regarding fee pressure, service model, continuing industry consolidation, FinTech, and the future role of the RIA.
The post can be found here.