After a five-year run of acquisitions under Bob Oros, the hiring of former AYCO exec Larry Restieri may signal a focus on integration and organic growth, according to industry observers.
The consultancy projects independent RIAs to grow 4% annually through 2028, with insurance broker/dealer advisors seeing the most attrition with 2.6% annual declines.
Sweet Financial Partners' Bryan Sweet shares his business growth story, starting with 32 years under Raymond James' broker/dealer, then as an RIA, and most recently selling to Carson Wealth.
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