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Oh heck, let’s just acquire someone!

The independent RIA space has seen dynamic change in the last ten years.  MarketCounsel’s Director of Engagement, Ryan Marcus, joins us today and he will discuss these topics and more!

  • Can you provide a sketch of what the independent adviser landscape looked like 10 years ago?
  • So what caused independent adviser landscape to evolve into what it looks like today?
  • What have been the results of this evolution and how are advisers now better off?
  • What does this mean for the adviser in our audience?
  • We’ve seen some major deals lately in the RIA space, why are large deals good for the space and what will happen in the future?
  • What should advisers be doing now to prepare for tomorrow?

Music is Arp Bounce by Geographer

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