RIA Edge-logo

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: Mark Hurley Looks to the Future of Wealth Management and Sees a Jungle

2/13/2024
The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Mark Hurley, founder of Fiduciary Network who heads the cybersecurity firm Digital Privacy & … Read More Read More

Duration:00:40:04

RIA Edge: Wealthspire’s Mike LaMena: Building a Firm That Clients “Will Never Outgrow.”

2/6/2024
Wealthspire Advisors’ Mike LaMena on the secret to building a national RIA with a single identity that still empowers advisors to bring their “personal brand” and credibility to local communities and niche markets. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Mike LaMena, … Read More Read More

Duration:00:36:05

RIA Edge Podcast: A Blueprint for Navigating Growth and Building Client Wealth with Dan Seder

12/19/2023
Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Dan Seder, managing partner with Blue … Read More Read More

Duration:00:29:52

RIA Edge Podcast: Navigating RIA Growth and Succession Planning with Rob Madore

12/5/2023
Marshberry’s Rob Madore shares strategies for growth, succession and the recent shift in how RIAs are approaching mergers and acquisitions. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Rob Madore, vice president of financial services for MarshBerry, … Read More Read More

Duration:00:47:14

RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape

11/29/2023
Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Ryan Parker, CEO of EP Wealth, on … Read More Read More

Duration:00:31:02

RIA Edge Podcast: Insights With Lisa Salvi on Unlocking Growth and Talent Acquisition

11/22/2023
Lisa Salvi shares how successful firms leverage a comprehensive approach to long-term success. In this episode, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Lisa Salvi, Managing Director, Advisor Services, Charles Schwab, about Schwab’s RIA Benchmarking Study that highlights industry performance and where advisory firms … Read More Read More

Duration:00:25:28

RIA Edge Podcast: Hirtle, Callaghan & Co.’ and Jon Hirtle: Pioneering the Outsourced Chief Investment Officer Business Model

11/7/2023
Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and institutions. Here, Hirtle speaks with Wealth Management’s David Armstrong about the opportunity he saw to start the firm 35 … Read More Read More

Duration:00:34:34

RIA Edge Podcast: Alison Burkett on Snowden Lane’s Boutique Culture for Growth

10/17/2023
Snowden Lane Partners: A calibrated blend of autonomy and support. In this episode, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Alison Burkett, head of enterprise development at Snowden Lane Partners, about the firm’s approach to growth: A carefully calibrated blend of autonomy and support. … Read More Read More

Duration:00:23:10

RIA Edge Podcast: Connectus Wealth’s Molly Bennard on Bringing Different Connections into Focus

10/10/2023
This episode of the RIA Edge podcast features a conversation between David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, and Molly Bennard, the CEO of Connectus Wealth Advisers. Connectus Wealth is a Focus Financial Partners-owned firm, but, unlike others inside that network, it acts more like a … Read More Read More

Duration:00:32:31

RIA Edge Podcast: DFA’s Catherine Williams: 2023 RIA M&A Gamechangers

9/5/2023
Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success. In this RIA Edge episode, Mark Bruno, managing director of the wealth management group at Informa talks with Catherine Williams, head of practice management at Dimensional Fund Advisors, about the changes in the M&A landscape and the noticeable shifts … Read More Read More

Duration:00:34:36

RIA Edge Podcast: Lido’s Ken Stern on Navigating Growth and Culture in Wealth Management

8/22/2023
This era in wealth management has seen unparalleled growth opportunity. Lido Advisors has embraced this golden age of shifting demographics and technological advancements to be one of the fastest growing and successful firms in the industry. In this episode of the RIA Edge podcast, Mark Bruno, managing director of the wealth management group at Informa, and … Read More Read More

Duration:00:28:22

RIA Edge Podcast: Perigon’s Arthur Ambarik: The Journey to Build a $6BN RIA

8/8/2023
This episode of the RIA Edge podcast features a conversation between Mark Bruno, Managing Director of Wealth Management Group at Informa, and Arthur Ambarik, CEO of Perigon Wealth Management. The discussion delves into Perigon’’s unique position and model within the RIA channel, as well as the primary contributors to its impressive growth trajectory. Arthur shares … Read More Read More

Duration:00:32:24

RIA Edge Podcast: Cresset’s Liz Nesvold: From Deal-Maker to RIA Gamechanger

7/25/2023
Following a remarkable period of M&A activity in the RIA industry, one of the star bankers in the industry has made the leap from leading deals to leading one of the largest RIAs in wealth management. In this special episode of the RIA Edge Podcast, host Mark Bruno, the Managing Director of the Wealth Management … Read More Read More

Duration:00:43:07

RIA Edge Podcast: Halbert Hargrove’s JC Abusaid: Building the ‘RIA of Choice’

7/11/2023
Building an RIA firm that can successfully attract, retain and develop top talent – and ultimately become the “RIA of choice” in a specific market — is no easy feat. But one firm, Halbert Hargrove, for years has been building bridges from G1, to G2 and even G3 talent. In the process the firm’s experiences … Read More Read More

Duration:00:29:32

RIA Edge Podcast: RIA M&A Mid-Year Update with Jessica Polito

6/27/2023
While the M&A activity levels at the start of 2023 slowed somewhat, there have been several notable developments during the first half of the year that will shape M&A and valuations over the remainder of 2023 – and beyond. In this episode of the RIA Edge Podcast, Jessica Polito, Founder of investment bank Turkey Hill … Read More Read More

Duration:00:30:47

RIA Edge Podcast: Schwab’s Tom Bradley: RIA Megatrends – The Drivers of Current & Future Growth

6/21/2023
This episode of the RIA Edge podcast provides advisors with a view into the trends that are influencing and impacting growth across the RIA landscape. Specifically, industry veteran Tom Bradley, Managing Director at Schwab Advisor Services, and Informa’s Mark Bruno provide benchmarks for growth rates and a high-level view of the “levers” that top firms … Read More Read More

Duration:00:21:49

RIA Edge Podcast: It’s a Bull Market for Advice: But is it a Bull Market for Advisors? With Steve Sanduski

6/6/2023
While the need for financial advice – and the ability to access advice – has never been greater, most advisors still have not been able to capitalize on the growing number of opportunities. According to Steve Sanduski, advisor coach, CFP, New York Times Best-Selling Author and founder of the Sanduski Advisor Network, suggests that while … Read More Read More

Duration:00:33:40

RIA Edge Podcast: Focus Financial’s Rajini Kodialam: The Evolution of RIA M&A

5/2/2023
While there have been hundreds of M&A transactions in the RIA channel in recent years, Focus Financial was one of the first strategic acquirers in the industry more than a decade ago – and has since grown into one of the largest and most influential firms in the wealth management business. In this episode of … Read More Read More

Duration:00:40:41

RIA Edge Podcast: Embracing the Marketer’s Mindset: Megan Carpenter’s Playbook for RIAs to Drive Meaningful Growth

4/18/2023
While markets may be in bear territory, it’s a bull market for financial advice – as more individuals need access to professional advice than ever before. How can RIAs effectively take advantage of this once-in-a-lifetime growth opportunity to acquire new clients and deepen relationships with existing clients? Megan Carpenter, the CEO and Founder of FiComm … Read More Read More

Duration:00:35:52

The RIA Edge Podcast: The Difference Between Good and Great Growth: Cambridge Inc.’s Jeff Vivacqua

4/4/2023
While scores of RIAs continue to experience growth, despite headwinds in the markets and economy, some firms are growing more strategically than others – and this strategic growth is exponentially more valuable according to Jeff Vivacqua, President of Growth & Development at Cambridge Investment Research. In this episode of the RIA Edge podcast, Mark Bruno, … Read More Read More

Duration:00:32:54