Over a third of RIA advisors are expected to retire within the next decade. Many don’t have succession plans. Their clients — often long-tenured, high-net-worth households — will be looking for a new home. The practices positioned to absorb those clients are the ones with modern infrastructure, strong digital presence, and operational capacity to scale. That means automated onboarding, live market data on your website, a cybersecurity framework that scales, and one operational partner managing your infrastructure. The advisors who build this today will capture retiring advisors’ clients over the next 5–10 years. The ones who wait will compete with wirehouses and PE-backed aggregators without the infrastructure to win.
