Video: The State of RIA Succession

  • Video

Internal succession for advisory firms isn’t dead, but it’s on life support. What was already a challenge in 2015 has only become more complex over the past decade. With firm values soaring and advisors aging, the gap between what an external buyer can offer and what an internal successor can afford has grown significantly.

Hear from Uniting Wealth Partners’ managing partner, Jay Hummel, as he dives deeper into these shifting dynamics and explores why internal succession conversations are more difficult than ever.

Video: Advisor Owned & Advisor Led
Investment News: New RIA aggregator Uniting Wealth Partners gives majority ownership to advisors
Financial Advisor IQ: Industry Veterans Launch RIA Succession Incubator
5201 Johnson Drive

Mission, KS 66205

5201 Johnson Drive
Mission, KS 66205

Uniting Wealth Partners, LLC (“Uniting Wealth Partners”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Uniting Wealth Partners is a wholly owned subsidiary of Wealth Advisor Growth Network LLC. Uniting Wealth Partners provides investment advisory and related services for clients nationally. Uniting Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Uniting Wealth Partners conducts business, as applicable. Uniting Wealth Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. For current information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with our CRD # 332317.