September 29, 2022
RF Capital Group is on target at the quarter-mark of its five-year plan, even though market returns haven’t been kind in helping them meet their ambitious projections.
“Everything that we can control is going on track. The things that we cannot control are clearly not on track, and that is the market volatility. It obviously has a profound impact, not only on our client portfolios, but also our business,” Kish Kapoor, RF Capital Group’s president and CEO, told Wealth Professional.
“But, every other front, everything that we laid out in our strategy to get to $100 billion [AUM] by the end of 2025, which we presented to our shareholders in May of 2021, is on track.”