The RIA industry is changing as quickly as observers can track it. Can their leaders keep up?
In the inaugural Citywire RIA CEO Summit, Citywire RIA editor Ian Wenik and Citywire founder and chairman Lawrence Lever had a wide-ranging discussion with three top RIA executives: Focus Partners Wealth CEO Adam Birenbaum, Merit Financial Advisors president Kay Lynn Mayhue and Cerity Partners head of partner development Claire O’Keefe.
In the third of a six-video series, Birenbaum, Mayhue and O’Keefe opine on how their career journeys reflect the maturation of the RIA industry.