John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Between Now and Success · Aug 22, 2023 · 58m

Guest: John Furey, Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors, a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing.

In a Nutshell: The large RIA firms and the private equity investors that fund them are creating a new financial advisory landscape: a handful of really big firms and thousands of really small firms. Some of these firms are growing organically, many more are only growing at the rate of market…