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
Keith Girard contributed to the editing of this article.
Christian
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?
Kase
January 1, 2024 — 9:42 PM
Go to Google and search ‘ mark hurley digital privacy and protection’
