The RIA Playbook for 2026: Synergize Podcast with Pete McGratty

The RIA industry has already witnessed a rapid acceleration of change and in 2026, a firm’s success may hinge upon anticipating the challenges ahead.

Pete McGratty is Executive Director of RIA Development at Verdence Capital Advisors / RIA+ and he joins the podcast to discuss:

• His Big Three Predictions for RIAs in 2026: Why Pete is forecasting an industry embrace of AI tools and private investments, and why he believes we may see the consequences of consolidation.
• Why Personal Relationships Remain King: Technology solutions may help with efficiency and scale, but Pete cautions to not forget that this business revolves around building strong, personal relationships.
• Protecting the Fiduciary Standard in the Independent Channel: How Verdence sees the old wirehouse tendencies emerging amongst PE-backed RIAs.

Verdence Capital Advisors / RIA+ and TradePMR are unaffiliated companies.