Key predictions explored in this episode include:
- Why smaller RIAs are rolling up into larger entities and how this trend will reshape the landscape for firms under $1 billion in assets.
- Increased seller interest, high valuations, and the influx of new private equity and outside capital driving competition in the advisory space.
- The rise of new players entering the industry and how their investments are impacting advisor valuations and business strategies.
- Changes in how broker-dealers fund and support large enterprises, with a closer look at evolving recruitment strategies.
- Why some independent advisors and RIA owners are choosing to move back to W-2 channels for simplicity, camaraderie, and upfront financial incentives.
Frank and Stacey offer thoughtful analysis on these trends, backed by their expertise and real-world conversations with advisors across the industry. Whether you’re navigating RIA options, considering an M&A deal, or looking to refine your business model, this episode provides invaluable insights to prepare you for 2025 and beyond.
Tune in now for expert predictions and strategies to position your practice for success!
