Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies
Échec de l'ajout au panier.
Veuillez réessayer plus tard
Échec de l'ajout à la liste d'envies.
Veuillez réessayer plus tard
Échec de la suppression de la liste d’envies.
Veuillez réessayer plus tard
Échec du suivi du balado
Ne plus suivre le balado a échoué
Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies
-
Narrateur(s):
-
Auteur(s):
À propos de cet audio
Matt Regan, CEO of Wealthcare Capital Management, joins me to explore the forces reshaping the wealth management industry and what RIAs must do to thrive in the decade ahead.
We discuss the accelerating shift of assets toward independent advisors, the realities behind fee compression, the role of technology in building scalable practices, and the shortage of next-generation advisors. Matt also shares candid insights on regulatory pressures, the impact of robo-advisors, and why outsourcing non-revenue-generating activities is critical to growth and enterprise value.
Whether you’re an advisor, investor, or simply curious about where wealth management is headed, this conversation offers practical insights and a clear-eyed view of the future.
Pas encore de commentaire