RIA Edge

Business & Economics Podcasts

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

Location:

United States

Description:

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by Mark Bruno, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.

Language:

English


Episodes

RIA Edge: AssetMark’s Natalie Wolfsen and Adhesion’s Barrett Ayers

1/31/2023
Whether you are looking to buy, sell or build a partnership with another company, finding the right fit for your vision is essential. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Natalie Wolfsen, CEO of AssetMark, and Barrett Ayers, CEO of Adhesion Wealth, on their recently closed … Continue reading RIA Edge: AssetMark’s Natalie Wolfsen and Adhesion’s Barrett Ayers →

Duration:00:29:05

RIA Edge Podcast: Savant’s Brent Brodeski: How M&A is Accelerating the Evolution of Advice

12/21/2022
M&A activity has re-shaped the wealth management industry in recent years – but it also accelerating the evolution of the business, and ultimately access to financial advice. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brent Brodeski, CEO of Savant Wealth Management, about the firm’s inorganic and … Continue reading RIA Edge Podcast: Savant’s Brent Brodeski: How M&A is Accelerating the Evolution of Advice →

Duration:00:30:19

RIA Edge Podcast: Wealth Enhancement Group’s Jim Cahn: The Drivers of RIA M&A in 2023

12/16/2022
In reviewing the past year, advisors are looking for more ways to grow their business. How will they take the first step into 2023 with a growth mindset? In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jim Cahn, Chief Investment Officer and Chief Business Development Officer for … Continue reading RIA Edge Podcast: Wealth Enhancement Group’s Jim Cahn: The Drivers of RIA M&A in 2023 →

Duration:00:27:01

RIA Edge Podcast: Content is King: Jackson Wood on Creating Persona and Meaningful Marketing Opportunities

11/30/2022
The way advisors market their services has changed over the years, from one-to-one word-of-mouth and cold-calling to mass market approaches across Instagram and LinkedIn. Having more options than ever is inherently good for advisors looking to grow their businesses – but understanding how to appropriately use each platform is a key to successful marketing and … Continue reading RIA Edge Podcast: Content is King: Jackson Wood on Creating Persona and Meaningful Marketing Opportunities →

Duration:00:24:58

RIA Edge Podcast: Brandon Odell on the State of Advisor Compensation & Staffing

11/22/2022
With the intense competition for talent in the wealth management industry, leaders of RIAs need to be more strategic than even when developing compensation, talent development and retention programs. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brandon Odell, Partner and Director of Business Consulting at The … Continue reading RIA Edge Podcast: Brandon Odell on the State of Advisor Compensation & Staffing →

Duration:00:33:34

RIA Edge Podcast: Brandon Kawal: How to Win the War for Talent in the RIA Industry

11/17/2022
The competition for new and experienced individuals in the RIA channel is at an all-time high. Employees of RIAs have more options and opportunities than ever before — requiring leaders of RIA firms to be acutely focused on the management of human capital, compensation, benefits and retention. In this episode of RIA Edge, Mark Bruno, … Continue reading RIA Edge Podcast: Brandon Kawal: How to Win the War for Talent in the RIA Industry →

Duration:00:16:25

RIA Edge Podcast: Schwab’s Jalina Kerr: How RIAs Can Grow By Design – Not Default

11/15/2022
With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they drive meaningful organic growth. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jalina Kerr, Managing Director of Client Services for Schwab Advisor Services, … Continue reading RIA Edge Podcast: Schwab’s Jalina Kerr: How RIAs Can Grow By Design – Not Default →

Duration:00:10:24

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

11/10/2022
RIA mergers and acquisitions have been re-shaping the industry for the last several years. But after years of record deal-making activity, how have the declining market conditions and rising interest rates impacted RIA M&A in 2022? In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Raj Bhattacharyya, CEO … Continue reading RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A →

Duration:00:10:19

RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs

9/29/2022
The number of advisors looking to execute a succession plan in 2022 has nearly doubled since the beginning of the year, according to the latest RIA Edge Study “Pulse Poll” released in September. What is driving this accelerated shift? In this episode of the RIA Edge Podcast, Mark Bruno, managing director at Informa Wealth Management, … Continue reading RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs →

Duration:00:27:46

RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs

9/23/2022
The RIA industry has experienced a significant amount of growth in recent years – but a handful of firms have found the keys to driving sustainable, long-term growth that will set them up for success in the future? What are the “secrets” to becoming a top-performing RIA? In this episode of RIA Edge, Mark Bruno, … Continue reading RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs →

Duration:00:34:51

RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel

8/16/2022
While M&A has been one of the most dominant themes in the RIA industry over the last several years, the battle for a limited supply of talent might be the defining theme of 2022. With compensation increasing for high-quality talent, a number of firms are finding it easier to acquire talent than it is to … Continue reading RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel →

Duration:00:24:10

RIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA Business

8/4/2022
Steward Partners Global Advisory has become one of the largest and fastest growing independent firms in the wealth management industry over the last several years. The firm has accelerated its growth through a unique blend of models for advisors – as well as ownership structure replicated by few other, if any, independent firms with more … Continue reading RIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA Business →

Duration:00:25:22

RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM

7/19/2022
Leaders of RIA firms have a number of strategic options to consider when evaluating organic growth opportunities. When your RIA is part of a broader national tax planning business, however, the opportunities for growing a wealth management business can be plentiful – provided you have the right strategies and processes in place. In this episode … Continue reading RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM →

Duration:00:19:30

RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook

6/28/2022
For the longest time, mergers and acquisitions have been one of the most dominant, if not the most dominant, themes within the RIA channel. During the last quarter, however, the market and economy have changed substantially — throwing potential challenges into the red-hot RIA M&A market. In this episode of RIA Edge, Mark Bruno, Managing … Continue reading RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook →

Duration:00:31:11

RIA Edge Podcast: SVB Private’s DeChellis on Embracing a Growth Mindset

6/7/2022
There is a “CEO state of mind” that some leaders of advisory firms have adopted to ensure that growth is front-and-center for all of its team members every day. SVB Private is one of the best examples of this and their growth mindset can provide a blueprint and framework for hundreds of RIAs to learn … Continue reading RIA Edge Podcast: SVB Private’s DeChellis on Embracing a Growth Mindset →

Duration:00:27:18

RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth

5/19/2022
While M&A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success for the industry’s top firms. The fastest growing and most influential RIAs have a balanced approach to M&A and organic growth. They are always thinking about how the two forms of … Continue reading RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth →

Duration:00:33:51

RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth

5/5/2022
While market appreciation, traditional referrals and word-of-mouth marketing has driven growth for a number of RIAs, the industry’s largest and most successful firms are strategically leveraging M&A, digital marketing and data to drive their next wave of growth. Cressit, the $23 billion RIA based out of Chicago, may be one of the industry’s best examples … Continue reading RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth →

Duration:00:29:54

RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space

4/19/2022
When it comes to business growth within the M&A space, you must be strategic in development while acquiring companies that fit your business model. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Carolyn Armitage, CFP®, CIMA®, Head of Thrivent Advisor Network, about the key findings from the RIA Edge study, … Continue reading RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space →

Duration:00:33:38

RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35BN

4/6/2022
Few firms have experienced the growth that Pathstone – one of the largest RIAs in the business — has enjoyed in recent years. Through a strategic approach to M&A, technology, and socially responsible investing, Pathstone has emerged as one of the most successful advisory firms to ultra-high-net-worth individuals. In this episode of RIA Edge, Mark … Continue reading RIA Edge Podcast: Pathstone’s Matthew Fleissig on the Journey to $35BN →

Duration:00:34:57

RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth

3/15/2022
From one small firm in 2011 to a national RIA with 36 offices in 2020, Beacon Pointe has experienced tremendous growth within the industry in a short period of time. Beacon Pointe’s M&A strategy has played a large role in its growth and they have evolved into one of the leading, most active – and … Continue reading RIA Edge Podcast: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth →

Duration:00:28:07