Trends with Benefits #130: How Tech and Consolidation Are Reshaping the RIA Industry with Eric Flynn

Eric Flynn, Head of Wealth Management at Compound Planning, joins this episode to share key trends in the RIA industry, including technology integration and consolidation. He explains how clients’ increasing demand for comprehensive services is pushing firms to scale, which has fueled M&A activity. Drawing on 25 years of industry experience, Eric discusses how advisors can navigate the decision between staying independent or joining a larger firm and ways to remain competitive as the RIA landscape evolves.

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How Tech and Consolidation Are Reshaping the RIA Industry with Eric Flynn

Show Notes:

01:54 About Compound Planning

04:19 Industry trends

08:24 Role of technology

09:31 Incorporating artificial intelligence

11:38 Questions advisors should be asking

14:59 Tools to help advisors

19:39 Eric’s background

21:47 How product sponsors can help RIAs

23:50 Investment opportunities

25:05 Long-term trend

26:25 Trend or fad

Trend or Fad

Listen for Eric’s take on private credit, nuclear energy, and early holidays.

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