https://vimeo.com/943814631?share=copy

In this session, AdvizorPro shared fresh, data-driven insights on the forces reshaping the RIA industry. Leveraging proprietary data from the AdvizorPro database, the discussion highlighted how the advisor landscape is shifting and where the biggest opportunities lie.

Key topics covered included:

• RIA Industry Growth: Current expansion trends and what they mean for the future of independent advice. For more detail, see our Advisor Demographics Report 2025.
• Custodian Dynamics: How advisor relationships with major custodians are evolving, explored further in our RIA Custodian Trends Report 2025.
• Advisor Demographics: Insights into age, gender, and firm structures shaping the talent pipeline.
• ETF Adoption: Which funds are gaining traction among RIAs and why these trends matter, as detailed in our Q1 2025 ETF Trends Report.

This webinar provided a high-level overview of industry change while equipping attendees with actionable context to navigate the evolving wealth management landscape.

Start Turning Insights into Action

Ready to put these insights to work? With AdvizorPro, you can uncover growth opportunities, monitor advisor trends, and gain deeper market intelligence. Start your free trial today and see how better data can power your next move.

‍