023: David Canter's 6 Key Assumptions About the RIA Industry & the Characteristics of a True Platform

What does the future of the RIA industry look like today? In our latest episode we feature a special guest and friend of the show, wealth management veteran David Canter, revealing the six fundamental assumptions transforming the industry right now. If you're committed to staying ahead of chaos and capitalizing on unprecedented change, this episode is your blueprint. You'll learn: David's six key assumptions about the RIA industry The five core characteristics every true wealth management platform should include The seven levers of growth And more Hi-Fidelity Live: https://www.youtube.com/watch?v=p4KjeKc92QA Episode 009 - The Impact of Private Equity on the RIA Industry: https://youtu.be/XpKBalA-Kn4 Episode 016 - Insights from a Financial Industry Veteran with Derek Bruton: https://youtu.be/xievF31J5bQ Episode 018: The State of M&A with Alan Darby: https://youtu.be/EVQhbE6QXe8  Episode 022 - AI in the RIA Space: Beyond the Hype Pt. 1: https://youtu.be/1CczOT70nrk Subscribe on YouTube! https://www.youtube.com/@ModernModcast https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Follow Us on LinkedIn: https://www.linkedin.com/company/meet-modern-wealth-management/ Learn more about Modern Wealth: https://modcast.show