October 29th Summary: Episode 2 or 3: Caught in the Shuffle — The Merger Survival Series: The Biggest Fear About Going Independent, and Why It’s Flat-Out Wrong RIA Confidential Podcast The first half of 2025 shattered every record for mergers and acquisitions in the RIA space. Nearly $183 billion in AUM changed hands across close […]
Caught in the Shuffle: The Merger Survival Series. 1 of 3
September 24th Summary: Episode 1: Caught in the Shuffle — The Merger Survival Series RIA Confidential Podcast The first half of 2025 shattered every record for mergers and acquisitions in the RIA space. Nearly $183 billion in AUM changed hands across close to 200 deals (Fidelity) — and advisors are feeling the aftershocks. In this […]
EP – 2 – What Independence Really Looks Like!
August 20th Summary: 🎙 RIA Confidential – Episode 2: Making Independence Work Breaking away is only half the battle. The real challenge? Building the life and practice you envisioned once you’re on the other side. In this episode, host Jonathan Andrews sits down with Ray Gettins (“Your RIA Mentor”) to uncover what most advisors don’t […]
