In this episode of Partnering to Create Wealth, I’m joined by Matt Regan, CEO of Wealthcare Capital Management — a leading outsourced platform providing RIAs with middle and back-office solutions. Wealthcare supports advisors so they can focus on client relationships and business growth rather than administrative work.
The Changing Landscape for RIAs
We discuss the continued rise of RIAs and how they are gaining market share from traditional wirehouses and broker-dealers. Matt shares his perspective on what’s fueling this shift and where the industry might be headed in the coming years.
(For more context on the lending needs of high-net-worth individuals and entrepreneurs, see our post on why most banks won’t take illiquid collateral.)
Technology’s Role in Advisor Success
Technology adoption is accelerating across wealth management. Matt outlines the essential tools RIAs need to remain competitive — from planning software to CRM platforms — and how Wealthcare helps advisors integrate and manage them efficiently.
Addressing Fee Compression and Growth Challenges
Fee compression remains a topic of debate in the advisory space. Matt explains what’s really happening, which segments are most affected, and how RIAs can protect margins while scaling.
(If you work with clients who need liquidity without giving up control or equity, explore our lending solutions designed for entrepreneurs and investors.)
Why Outsourcing Non-Revenue Work Matters
We close by examining how outsourcing operational and compliance tasks can free up advisors to focus on growth. Matt emphasizes that the firms thriving in the future will be those that keep their energy on client-facing work and strategic planning.
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