Mike Papedis convenes a roundtable with the CEOs of Binah Capital Group, Independent Financial Group, and Choreo — three firms representing distinct models in the independent wealth management landscape — to examine what has made each model work, and whether it has the architecture to endure the next decade of consolidation, PE pressure, and advisor shortages.
Mike's Take
"History doesn't repeat itself in this industry — but it rhymes loudly. The firms that will still be standing in 2034 aren't the ones chasing the hottest model. They're the ones that built with intention: clear capital structure, transparent governance, and a value proposition that doesn't depend on a PE exit to deliver on its promises. If you don't know what your firm stands for when the market gets complicated, your advisors will find out before you do."
This interview was originally published in Financial Advisor Magazine.
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