This week’s theme is simple: distribution is concentrating around the largest RIAs and aggregators, capital remains active but more structured,
The year is barely underway and decision timelines are already compressing. This week’s theme is simple: scale is accelerating while
You’re more successful than ever! You’re also more uncertain about your future than you’ve been in years. If that tension
The last time capital flowed this freely into wealth management, we got roll-ups, aggressive deal terms, and an all-out talent
We separate signal from noise, cite sources, and focus on practical execution. Sponsorships never control conclusions.
Educational content only. Not legal, tax, or investment advice.
Practical tools, clear paths, and real-world playbooks for advisors exploring independence — or making independence work.