Practice Management
Top RIA execs: Grow organically or 'hold an empty bag'
Ian Wenik, Lawrence Lever, Alan Walsh / Mar 13, 2025
Cerity Partners' Claire O'Keefe and Merit Financial Advisors' Kay Lynn Mayhue explained the competitive pressures they feel during the inaugural CItywire RIA CEO Summit.
For RIAs, it’s grow or die.
That may be a tad hyperbolic, but consolidation in the wealth management industry and tough competition for clients has put pressure on firms of all sizes to generate new business.
In the fifth of six videos from the Citywire RIA CEO summit, Merit Financial Advisors president Kay Lynn Mayhue and Cerity Partners head of partner development Claire O’Keefe explain the biggest pressures they see on their companies.
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citywire ria
Mar 11, 2025
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