RIA of the Future

RIA of the Future
On this episode of “On Purpose,” host Tyrone Ross envisions the future of the Registered Investment Advisor (RIA) industry. A shift in clientele is set to occur as the baby boomer generation passes the baton to the millennials. The wealth management industry, as it stands today, is not prepared for the millennial client of the future.As phones continue to permeate more and more aspects of daily life, Ross says the RIA of the future is on the phone, on an app. Clients will hold their financial plan, estate plan and assets on-chain, all being navigated and altered from their phones.…