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ON PURPOSE: RIA of the Future
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On this episode of “On Purpose,” host Tyrone Ross envisions the future of the Registered Investment Advisor (RIA) industry. A shift in clientele is set to occur as the baby boomer generation passes the baton to the millennials. The wealth management industry, as it stands today, is not prepared for the millennial client of the future.
As phones continue to permeate more and more aspects of daily life, Ross says the RIA of the future is on the phone, on an app. Clients will hold their financial plan, estate plan and assets on-chain, all being navigated and altered from their phones. Gaming, the metaverse and Web 3 will be the topics of conversation with clients more and more as time goes on.
Ross expresses that one thing will remain true, no matter what: Clients will always need advice. They will always pay for advice. What does the adviser of today need to learn in order to be a successful adviser in the next five, 10, 15 years?
This episode has been produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is Walk with Swag.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
320 에피소드
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on October 04, 2025 23:12 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 314474760 series 2800018
On this episode of “On Purpose,” host Tyrone Ross envisions the future of the Registered Investment Advisor (RIA) industry. A shift in clientele is set to occur as the baby boomer generation passes the baton to the millennials. The wealth management industry, as it stands today, is not prepared for the millennial client of the future.
As phones continue to permeate more and more aspects of daily life, Ross says the RIA of the future is on the phone, on an app. Clients will hold their financial plan, estate plan and assets on-chain, all being navigated and altered from their phones. Gaming, the metaverse and Web 3 will be the topics of conversation with clients more and more as time goes on.
Ross expresses that one thing will remain true, no matter what: Clients will always need advice. They will always pay for advice. What does the adviser of today need to learn in order to be a successful adviser in the next five, 10, 15 years?
This episode has been produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is Walk with Swag.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
320 에피소드
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