What the evidence shows.
Start with the source, its methodology and the context. Separate what is known from what still needs investigation.
Research + Insights
What matters.
What it means.
What comes next.
Useful research connects evidence to a decision. Our perspective brings market understanding, interpretation and executive implications together.
Explore ResearchOur research lens
What The RBI Group thinks it means.
Connect the findings to the markets, clients and competitive choices facing financial-services firms.
What leaders should consider.
Translate the interpretation into questions, decisions and possible next moves.
Questions worth exploring
The shifts beneath
the surface.
Research themes shaping the questions we bring to the work.
Wealth + client expectations
How are shifts in wealth, trust and expectations changing the people your firm needs to understand?
Category sameness + distinction
Where do firms sound alike, and what would create a meaningful reason to choose?
Advisor growth + capacity
What gives advisors more capacity to build relationships and serve clients?
AI + the way work gets done
Where can AI remove friction, and where must human judgment remain central?
Published perspectives
Ideas worth a
closer look.
Articles by Dr. Renée Baker, originally published on AdvisorHub. Read each article in full on the publisher’s website.
Intelligence
AdvisorHub · December 9, 2025
Advisors, Not Algorithms: The 2026 Playbook for Growth & Relevance
A perspective on human judgment, technology and relevance in wealth management.
Read on AdvisorHubGrowth
AdvisorHub · September 23, 2025
Stop Chasing Referrals: The Evolution of Client Acquisition
How digital presence and changing expectations are reshaping client acquisition.
Read on AdvisorHubPeople
AdvisorHub · March 25, 2025
To Be It, You Have to See it: The Rising Power of Women in Financial Advisory
The growing influence of women advisors and the importance of representation.
Read on AdvisorHubYour next move
What are you working toward?
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