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
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
Jun 27, 2023 • 31min
RIA Edge Podcast: RIA M&A Mid-Year Update with Jessica Polito
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
Jun 21, 2023 • 22min
RIA Edge Podcast: Schwab’s Tom Bradley: RIA Megatrends – The Drivers of Current & Future Growth
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
Jun 6, 2023 • 34min
RIA Edge Podcast: It’s a Bull Market for Advice: But is it a Bull Market for Advisors? With Steve Sanduski
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
May 2, 2023 • 41min
RIA Edge Podcast: Focus Financial’s Rajini Kodialam: The Evolution of RIA M&A
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
Apr 18, 2023 • 36min
RIA Edge Podcast: Embracing the Marketer’s Mindset: Megan Carpenter’s Playbook for RIAs to Drive Meaningful Growth
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
Apr 4, 2023 • 33min
The RIA Edge Podcast: The Difference Between Good and Great Growth: Cambridge Inc.’s Jeff Vivacqua
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
