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Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry
Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company.
In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. The first part of Mark's prediction definitely came true. And as we exit the era of cheap money and roaring markets, the fate of smaller RIAs that aren't growing organically is certainly up in the air. With tailwinds turning…
The skinny
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