Scaling Through Change: Lori Messer, RBC
It offers an operations-side view of how a large firm thinks about flexibility in talent, technology and governance rather than a single end-state system. Useful context for advisors and wealth firm leaders weighing how their own operating models absorb change.
Summary
By the running an ria deskLori Messer of RBC discusses why scaling an operations function in a fast-changing marketplace depends less on building a perfect system and more on creating flexibility. She covers adaptable talent, modular technology ecosystems and agile governance frameworks as ways firms can build resilience and respond to accelerating industry change. The episode was recorded at SIFMA's 2026 Operations Conference & Exhibition in Marco Island, FL.
- Scaling is framed as less about building the perfect system and more about creating flexibility
- Adaptable talent, modular technology ecosystems and agile governance frameworks are the areas discussed
- The discussion links these choices to building resilience and responding to accelerating industry change
- The episode was filmed onsite at SIFMA's 2026 Operations Conference & Exhibition in Marco Island, FL
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