Opinion: The RIA market has entered the era of ‘smart partnering’

In today’s environment—where organic growth is slowing and complexity is rising—RIAs face a critical inflection point. This piece outlines what I believe every firm should be thinking about right now:

• How to build scale and resilience;

• Why G2 succession isn’t optional;

• What it means to truly differentiate;

• And how to de-risk your future without losing your independence.

Whether you’re exploring a sale, merger, or a long-term path with your current team, the question isn’t if your strategy needs to evolve—it’s how soon you’ll begin.

Read the article by David Selig, Founder and CEO of Advice Dynamics Partners, on Citywire RIA.