Bob Oros

5 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 16, 2025 by Bob Oros · said 1 times in 1 episodes since 2024 · across every show →

On the record as a speaker too: Bob Oros's record, appearances and statements → this page counts the times other people say the name.

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Everything said about Bob Oros, oldest first

Jun 16, 2025
Disclosure
Hightower buys 100% of RIA assets but flexes retained economics
“Where we can be quite bespoke is the way we structure the deal from an economic standpoint, meaning we do typically asset purchases. So we're buying a hundred percent of the assets, which in these businesses are mainly the client relationships. Where we can be…”
Bob Oros Jun 16, 2025 ▶ 22:36 Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Jun 16, 2025 neutral
Assertion Supported
Oros: Majority of RIAs grow via market lift, not new clients
“The majority of advisors really grow when the market goes up. They struggle to generate net new client growth.”
Bob Oros Jun 16, 2025 ▶ 11:39 Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Jun 16, 2025
Disclosure
Hightower rejects RIA sellers wanting to immediately exit
“One, it starts with advisors who still want to continue to work in their business. We're not the place to come. If you just want to sell and go, there are others who would be okay with that. We want you to continue to run your office in most cases.”
Bob Oros Jun 16, 2025 ▶ 19:35 Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Jun 16, 2025 negative
Prediction Not checkable as stated
Oros: Hightower expects client loss after acquired founder steps down
“So the ending hasn't been written yet, Ted, on this one, but it did force us into some rapid planning, which rarely is good, and we certainly will expect we'll have some client loss as a result, because the individual departing is such a visible part of the te…”
Bob Oros Jun 16, 2025 ▶ 27:48 Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Jun 16, 2025
Insight
Oros: Acquirers cannot turn a non-growing RIA into a grower
“No, because we know if there's growth, we can improve it. But what we don't try to do is convince ourselves we can take someone who's not growing and turn them into a grower.”
Bob Oros Jun 16, 2025 ▶ 20:49 Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
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