In this Citywire byline, FMG Executive Chairman Mark Casady makes the case that the RIAs best positioned for sustained growth are the ones treating technology – not deal flow – as their primary growth lever. Drawing on his experience scaling LPL Financial and his current work at FMG and Vestigo Ventures, Casady argues that organic growth has always been the more durable path, and that AI is now making systematic, consistent marketing execution achievable for firms of any size.
The piece challenges RIA leaders to look at where they’re actually investing their growth capital and whether their technology stack is built to compound over time.
