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](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3Df1e30173ff274288fe8b45323d38c6b0%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Carol Lee Roberts
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Mark Keenan
Related Moves
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