The Future of RIA Platforms: What’s Next?

The wealth management industry is evolving fast, and Shannon Spotswood is already thinking five steps ahead, especially when considering the future of RIA platforms.

With the introduction of RFG 3.0, she’s redefining the future of RIA platforms, creating a foundation where independent advisors can scale with confidence while staying true to their values.

Here’s what the next generation of RIA platforms looks like:

Tech-Powered, But Advisor-Led
The right technology should empower advisors, not replace them. In the future of RIA platforms, RFG 3.0 leverages cutting-edge tools to streamline operations but keeps advisors firmly in control of the client relationship.

Operationally Efficient, But Deeply Personal
Automation and integration are critical, but they can’t come at the expense of human connection. The best RIA platforms blend efficiency with personalized, relationship-driven service that clients actually notice.

Growth-Focused, But Values-Driven
It’s not just about scaling fast—it’s about scaling right. The future of RIAs platforms means building businesses that grow sustainably, align with core values, and foster long-term client trust.

An Ecosystem Where Advisors Actually Thrive
The next wave of RIA platforms isn’t just about tools. It’s about creating an ecosystem where advisors are supported, empowered, and positioned to deliver exceptional outcomes for clients. This is the true future of RIA platforms.

These insights are inspired by the Next Mile podcast featuring Shannon Spotswood, CEO at RFG Advisory. Listen to the full episode here and explore more articles in this series.