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
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
Aug 22, 2023 • 28min
RIA Edge Podcast: Lido’s Ken Stern on Navigating Growth and Culture in Wealth Management
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
Aug 8, 2023 • 32min
RIA Edge Podcast: Perigon’s Arthur Ambarik: The Journey to Build a $6BN RIA
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
Jul 25, 2023 • 43min
RIA Edge Podcast: Cresset’s Liz Nesvold: From Deal-Maker to RIA Gamechanger
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
Jul 11, 2023 • 30min
RIA Edge Podcast: Halbert Hargrove’s JC Abusaid: Building the ‘RIA of Choice’
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
