Sign up to save your podcasts
Or
Share Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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.
View all episodes
By Craig Iskowitz
4
1313 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.
More shows like WealthTech Today
View all
Masters in Business
2,168 Listeners
The Meb Faber Show - Better Investing
937 Listeners
Capital Allocators – Inside the Institutional Investment Industry
796 Listeners
Animal Spirits Podcast
2,013 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,115 Listeners
The Long View
905 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
247 Listeners
Barron's Streetwise
1,553 Listeners
Barron's Advisor
107 Listeners
Barron's Live
208 Listeners
Ask The Compound
314 Listeners
WealthTech on Deck
18 Listeners
The WealthStack Podcast
4 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
130 Listeners