The wealth management industry is undergoing a quiet but profound transformation with RIAs consolidating, clients demanding more, and the strategies once reserved for large institutional investors making their way into advisor portfolios. Christina Kopec Rooney, Head of US Wealth at Wellington Management, which supports more than $600 billion in US wealth assets, joined the firm in 2025 from Goldman Sachs Asset Management and works daily with the RIAs and advisors navigating these shifts.