Tune Into the Future: David Talks to Mark Hurley on RIA Industry Trends & Tech's Role in Finance.
| Rob Madore Vice President of Financial Advisory for MarshBerry |
| | Explore the challenges and opportunities in expanding client services as David and Rob delve into recent research on how wealth management firms are navigating organic growth and fee preservation. |
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| David engages with Mark on the future of the RIA industry, how the evolving role of technology has influenced financial planning, the escalating threat of cybersecurity, and the need for acquiring specialized talent. |
| | Mark Hurley Founder of Fiduciary Network; CEO Digital Privacy & Protection LLC |
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| Mike LaMena CEO Wealthspire Advisors |
| | David and Mike delve into Wealthspire's shift from traditional stock-centric advice to a holistic life-coach approach at a growing scale including insights on the recent $3 billion firm acquisition to their UHNW service model, and the continuous influx of M&A opportunities in the industry. |
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