The RIA Playbook for 2026 (w/ 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.

Copyright 2026. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. Verdence Capital Advisors / RIA+ and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company.