Independent RIAs Poised to Win Advisor Retirement Wave
Why Retiring Advisors Are Fueling Independent RIA Growth That’s where independent RIAs come in: they’ve emerged as the chief beneficiaries of this wave. Acquisition appetite is high, and firms that move fast can expand their footprint through strategic deals. What this means for growth strategies: • Identify retiring advisors early and position them as successors. • Bring valuation, staffing, and transition services to the table. • Highlight client-centric culture and autonomy as differentiators. Bottom line: Advisor retirements represent not just industry churn—but a launching pad for independent RIA expansion. Firms that offer seamless transitions and a culture-first ethos will lead the pack. #WindwardRecruiting #Advisor #SuccessionPlan #RetireWell #MovingYouForward #CareerSuccess #OpenToChange #Advice #WealthManagement
