John Furey

Founder and Managing Partner of Advisor Growth Strategies and creator of the Alliance for Registered Investment Advisors, a think tank dedicated to improving the RIA industry through continuous learning and sharing.

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Aug 22, 2023 • 59min

John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

John Furey, Founder and Managing Partner of Advisor Growth Strategies, discusses how large RIA firms and private equity investors are reshaping the financial advisory landscape. Topics include the growth and challenges of independent advisors, the Alliance for RIAs, private equity-backed firms, breakaway brokers, small lifestyle advisory firms, asset concentration, and the importance of strategic planning in the RIA industry.