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
Feb 13, 2024 • 40min
RIA Edge: Mark Hurley Looks to the Future of Wealth Management and Sees a Jungle
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
Feb 6, 2024 • 36min
RIA Edge: Wealthspire’s Mike LaMena: Building a Firm That Clients “Will Never Outgrow.”
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
Dec 19, 2023 • 30min
RIA Edge Podcast: A Blueprint for Navigating Growth and Building Client Wealth with Dan Seder
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
Dec 5, 2023 • 47min
RIA Edge Podcast: Navigating RIA Growth and Succession Planning with Rob Madore
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
Nov 29, 2023 • 31min
RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape
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
Nov 22, 2023 • 25min
RIA Edge Podcast: Insights With Lisa Salvi on Unlocking Growth and Talent Acquisition
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
Nov 7, 2023 • 35min
RIA Edge Podcast: Hirtle, Callaghan & Co.’ and Jon Hirtle: Pioneering the Outsourced Chief Investment Officer Business Model
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
Oct 17, 2023 • 23min
RIA Edge Podcast: Alison Burkett on Snowden Lane’s Boutique Culture for Growth
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
Oct 10, 2023 • 33min
RIA Edge Podcast: Connectus Wealth’s Molly Bennard on Bringing Different Connections into Focus
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
Sep 5, 2023 • 35min
RIA Edge Podcast: DFA’s Catherine Williams: 2023 RIA M&A Gamechangers
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
