The RIA Space is Changing Faster Than Advisors Realize: An Update
The RIA landscape is evolving faster than ever and many financial advisors are already behind.
Jeff Nash joins me to break down what’s happening inside the rapidly expanding RIA space:
• Why the broker dealer industry continues consolidating
• The explosion of new RIA platforms and service models
• How private equity and venture capital are reshaping wealth management
• The differences between aggregators, integrators, and platform providers
• Why more wirehouse advisors are exploring independence
• The pros and cons of starting your own RIA
• New transition deal structures advisors should understand
• How technology, AI, and outsourced support are changing advisor economics
Whether you’re at a wirehouse, regional firm, independent broker dealer, or already in the RIA space, this conversation will help you better understand the opportunities and risks emerging across the industry.
I hope this is helpful. If you’re an elite advisor that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
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Contact & connect with me:
Call or Text: (908) 902 4903
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Website: https://www.coreywalen.com
Thanks for watching!
