In this episode of Contrasting Viewpoints, industry veterans Ray Sclafani and Mark Hurley dive into the transformative trends shaping the future of wealth management. They explore:

• SEI’s acquisition of Stratos Wealth – What does this signal for the RIA space?
• The growing importance of tax planning – Why advisors must embrace holistic financial strategies.
• The evolving role of centers of influence (COIs) – How trusted networks are reshaping client acquisition and referral dynamics.

Mark also revisits key predictions from his influential white paper, "Welcome to the Jungle", and the duo evaluates how those forecasts are playing out in today’s environment.

Other key themes include:

• The critical need for organic growth in advisory firms
• How demographic shifts are influencing business sales and succession planning
• What firms must do now to stay competitive in a consolidating market

Whether you're an advisor, industry executive, or just curious about the forces reshaping wealth management, this conversation delivers sharp insights and actionable takeaways.

Key Takeaways:

• Market conditions are currently favorable, but change is imminent.
• Advisors must focus on adding value to retain clients.
• Specialization and brand clarity are essential for success.

Links:

Welcome to the Jungle

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