What the Fastest-Growing RIAs Are Doing Differently with Ian Wenik
For advisors and wealth firm leaders, the episode frames growth as a mix of M&A competition, organic pipeline building and technology adoption. It also highlights questions around independence, deal structures and referral channels that bear on how advisory firms are built and run.
Summary
By the wealth tech & ai deskKyle Van Pelt talks with Citywire editor Ian Wenik about what separates the fastest-growing RIAs from peers. The conversation covers intensifying competition for acquisitions, balancing scale with independence, organic growth, Schwab's referral changes, AI's role for mid-sized firms, and technology trends among growing firms.
- Ian Wenik covers RIAs, M&A, advisor technology and forces reshaping financial advice for Citywire.
- The episode examines why competition for acquisitions continues to intensify and why organic growth remains the ultimate differentiator.
- Discussion includes Schwab's referral changes, AI's potential to help mid-sized firms compete, and technology trends among fast-growing firms.
- Ian shares advice for firms that want to stay independent and his outlook on the future of financial services.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Intro | 3 min | |
| A preview of Citywire's fastest-growing RIAs report | 2 min | |
| Why the M&A market is becoming more competitive | 2 min | |
| Why large RIAs struggle to reach the public markets | 3 min | |
| Are RIAs becoming the new wirehouses? | 2 min | |
| Deal structures that don't work | 3 min | |
| Schwab's referral changes and what they mean for RIAs | 6 min | |
| What's driving organic growth today | 3 min | |
| How AI can help mid-sized firms compete | 2 min | |
| Ian's advice for firms that want to stay independent | 1 min | |
| Technology trends among the fastest-growing firms | 1 min | |
| Ian's outlook on the future of the financial services industry | 1 min | |
| Ian's Milemarker Minute | 5 min |
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