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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

Author Brooke Southall December 30, 2023 at 1:39 AM
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The tide is rising and the fog is lifting on the RIA industry.
Keith Girard contributed to the editing of this article.



December 31, 2023 — 9:36 PM
Very much enjoyed this recap and outlook, and agree with many of the observations made. Separately, does anyone know where/how we can get a copy of the new Mark Hurley whitepaper?


January 1, 2024 — 9:42 PM
Go to Google and search ‘ mark hurley digital privacy and protection’

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