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Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick
The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.
In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]
The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.
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By Craig Iskowitz
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1212 ratings
The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.
In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]
The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.
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