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美国RIA收费模式分布
美国RIA收费模式分布
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非银金融行业深度研究:ROE提升有道(二)——轻资产突围论财富管理如何跑出增长曲线-260618(33页).pdf
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图28、2000年来美国RIA家数实现稳步增长
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行业数据
2026-03-09
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图29、2000年来RIA管理规模年化增速约
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市场规模
2026-03-09
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图20注册RIA服务的各类型客户资产规模占比
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其它
2024-04-01
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RIA管理资产规模主要为全权委托
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其它
2024-03-05
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RIA管理总资产规模
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行业数据
2021-11-18
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SEC-RIA数量
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行业数据
2021-11-18
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美国注册投资机构(RIA)数量明显较广
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行业数据
2021-11-16
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美国注册投资机构(RIA)雇员集中度不高
fCDnvo7lm73lkITop4TmqKHmipXotYTpob7pl67mnLrmnoTpm4flkZjmlbDljaDmr5QgfCDmlbDlgLwgfAp8IC0tLSB8IC0tLSB8Cnwg6LaF6L+HMTAwMOS6uiB8IDU0JSB8CnwgNTAx6IezMTAwMOS6uiB8IDglIHwKfCAyNTHoh7M1MDDkurogfCA4JSB8CnwgNTHoh7MyNTDkurogfCAxNSUgfAp8IDEx6IezNTDkurogfCAxMCUgfAp8IDboh7MxMOS6uiB8IDMlIHwKfCAx6IezNeS6uiB8IDIlIHwKCui1hOaWmeadpea6kO+8mklBQe+8jOWNjuazsOeglOeptg==
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行业数据
2021-11-16
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成熟市场美国SEC注册RIA收费模式
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行业数据
2021-08-24
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美国注册投资顾问公司(RIA)按雇员数量分布(个)
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行业数据
2021-08-23
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RIA机构总资产规模分布
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行业数据
2021-04-26
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RIA收费模式变化对比(%为选择该模式的RIA数量占总数比例)
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行业数据
2021-04-26
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美国RIA头部机构集中度呈上升
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行业数据
2021-04-26
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美国RIA机构数量及管理规模
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行业数据
2021-04-26
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最新数据
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2026-07-30
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(3)买方投顾独立化与 RIA 渠道的持续扩张。注册投资顾问(RIA)是美国财富管理行业独立化的核心载体,其收费模式灵活,以固定费用和按资产规模收费为主,摒弃了传统的销售佣金激励。RIA 服务的客户涵盖个人(含高净值与非高净值)、投资公司、养老金、保险公司等 11 大类。RIA 渠道的壮大是第四阶段最突出的结构性变化之一,其市场份额从 2006年的 15%升至 2018 年的 27%,且行业厚尾特征明显——多数 RIA 员工不足 10 人,依靠 TAMP 平台(资产管理统包平台)完成一站式运营。这种“独立投顾+开放平台”的模式,使投资者可依据业绩和费用自由选择顾问,市场呈现类似 Uber 的开放式平台特征。
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非银金融行业深度研究:ROE提升有道(二)——轻资产突围论财富管理如何跑出增长曲线-260618(33页).pdf
2026年财富管理行业报告:投顾收入同比+36%,轻资产突围驱动ROE中枢上移
财富管理提升ROE的核心传导机制
上市券商代理买卖证券业务净收入增速
证券行业经纪业务平均净佣金率处于下
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