RIA Edge
David Armstrong
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 David Armstrong, 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.
Episodes
Mentioned books
Jan 28, 2025 • 40min
RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track
In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down with Michael Nathanson, CEO of Focus Financial Partners, to discuss Focus’ pulling out of the public markets in favor of private equity partners, their recent rebranding and the team’s hub consolidation strategy. Michael … Read More Read More
Jan 21, 2025 • 32min
RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back
Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships. Mohr covers Integrated’s origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance … Read More Read More
Dec 17, 2024 • 38min
RIA Edge Podcast: Sustainable Wealth Management Firms with Jennifer des Groseilliers
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, speaks with Jennifer des Groseilliers, CEO of The Mather Group. The conversation took place live during Schwab’s recent IMPACT Conference in San Francisco. Jennifer was recently appointed head of the $14 billion AUM firm, though she is … Read More Read More
Nov 26, 2024 • 32min
RIA Edge Podcast: Turning Clients into Fans, and Designing Sustainable Growth, with Wealthstream Advisors’ Michael Goodman
Recorded live at the Schwab Impact Conference in San Francisco, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Michael Goodman, founder, and leader of RIA Wealthstream Advisors, an RIA Edge 100 firm, to explore how he thinks about sustainable growth and client service in wealth management. They delve into Goodman’s … Read More Read More
Oct 22, 2024 • 39min
RIA Edge Podcast: Alternatives at the Core with Dick Pfister
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Advisory, to explore his firm’s investment approach that places alternatives at the core of the service offering. Dick discusses his early days bringing alternatives to advisors with his … Read More Read More
Oct 8, 2024 • 33min
RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of … Read More Read More
Sep 30, 2024 • 31min
RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM
Ken Stern’s journey with Lido Advisors started almost a decade ago with a chance meeting at a family office conference. His initial connection with Lido’s founders quickly evolved into a shared vision of providing unmatched client service and scaling a national brand. In some ways, the Lido story is a bit different among RIAs—instead of … Read More Read More
Sep 16, 2024 • 43min
RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz
Learn how independent financial advisors can drive growth and streamline operations while maintaining their autonomy as David Armstrong, editorial director for Informa Connect’s Wealth Management Group, speaks with Nate Lenz, CEO & co-founder at Concurrent. They explore talent development, organic growth strategies and the unique model Concurrent uses to allow advisors to thrive while maintaining … Read More Read More
Aug 20, 2024 • 35min
RIA Edge Podcast: Organic Growth Fuels Industry Rebound in 2023
Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Lisa Salvi, managing director of advisor services at Schwab, about the firm’s … Read More Read More
Aug 6, 2024 • 33min
RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments
Michael Conway shares how advisors at his firm, Conway Wealth, prioritize a deep understanding of each client’s values and puts health and well-being at the center of the planning conversation. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Michael Conway, founder and CEO … Read More Read More
