Practice Management
Top RIA execs: Grow organically or 'hold an empty bag'
Alan Walsh, Ian Wenik, Lawrence Lever / 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.
More News
Viewpoints
citywire ria
Mar 17, 2025
To read the full article, become an RIA Insider. You'll also gain complimentary access to news, insights, tools and more.
REGISTER NOW
Already an Insider?Log In
All content on this page is drawn from unaffiliated publications. Content on this site is not intended to provide, and should not be interpreted as legal, tax, investment or insurance advice, or recommendations by any party. Capital Client Group, Inc. is not responsible for content created by third parties and they do not explicitly or implicitly endorse or approve such content. Copyrights are held by the individual publications to which each article is attributed.