Once COVID-19 storm subsides, clients will destructively divorce in droves, say RIA splitsville specialists; but steps taken now can lessen the damage
A glut of divorce cases can draw heavily on advisor bandwidth and decimate assets, according to experts, but proactive transparency can help
Carol Lee Roberts
Mark Keenan
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The upper RIA echelon mass-exit is now at 25 execs and counting -- for 25 'reasons' -- but it's hardly a coincidence, analysts say
Burnout and EBITDA weigh on CEO-types as never-ending exits claim Ron Carson, Aaron Klein, Bernie Clark, Rudy Adolf, Bill Crager and Tim Buckley.
June 7, 2024 at 11:17 PM
2023 was great RIA year and nobody really noticed, setting up 2024 for a more visceral reap
Pushing toward $10 trillion on multiple rising tides -- and with much creative destruction sorted out -- the RIA channel, ethos and movement are succeeding quietly in plain sight