Alex Goss, CEO of NewEdge Wealth, and I catch-up to talk about the rapidly evolving RIA space on episode 80 of Firm Transitions.

Key Highlights:

• Why top wirehouse advisors are transitioning to RIA
• Breaking down misconceptions about independent platforms
• Innovative solutions for advisor transitions
• The future of wealth management
• RIA market trends
• Fee compression and value proposition
• Choosing the right platform
• M&A dynamics today
• UHNW strategies

I hope this is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk. 

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