2005, Assets and Strategic Planning - Financial Advisor Source

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

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Potential long-term effects of a concentration of assets at big firms and the “barbell effect.”

Strategic Planning

Strategic Planning Communication Valuation Investment Advisor

Transcript: William Cohan

The Big Picture

FEBRUARY 7, 2023

You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right. Jamie has been there since, whatever, 2005. Like, selling GE Capital assets was not an option. They were really an M&A machine. RITHOLTZ: Right.

Engineering

Engineering Banking Numbers Management

Financial Advisor Source

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

Transcript: William Cohan

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