Leading RIAs Target Trillions in Generational Wealth as Advisor Retirements Intensify Talent Fight
Updated
Updated · Wealth Management · Jul 31
Leading RIAs Target Trillions in Generational Wealth as Advisor Retirements Intensify Talent Fight
3 articles · Updated · Wealth Management · Jul 31
Summary
New research says top RIAs are using broader talent and client-retention strategies to sustain growth as they gain a larger share of the wealth-management market.
The report identifies three pressure points driving that push: keeping top advisors engaged, fixing technology gaps that cost firms talent, and building a playbook to win the next generation of heirs.
Demographic forces are raising the stakes, with one of the largest wealth transfers in modern history unfolding while advisor retirements are expected to climb over the next decade.
For RIAs, the challenge is increasingly linked: firms that modernize operations and attract younger advisors are better positioned to hold inherited assets and capture the next phase of wealth growth.