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
Mar 21, 2023 • 34min
The RIA Edge Podcast: An Inside Look at an RIA Edge 100 Firm: RMB Capital’s Don Bechter
RMB Capital has become one of the largest and most successful RIA firms in the wealth management industry – with its own, at times, under-the-radar approach to growth. A strategic approach to M&A, organic growth and management of all things capital has fueled the firm’s success over the years, landing RMB on the inaugural RIA … Read More Read More
Mar 14, 2023 • 35min
RIA Edge Podcast: The Rise of Alternatives in the RIA Channel: Brookfield’s David Levi
With heightened market volatility and uncertainty significantly impacting client portfolios over the last year, RIAs have been leaning more on alternative investments to present their clients with new sources of return, income and downside protection. In this episode of RIA Edge, David Levi, Managing Partner at Brookfield and Head of Brookfield Oaktree Wealth Solutions, shares … Read More Read More
Mar 7, 2023 • 29min
The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann
The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann At the start of 2023, Michael Tiedemann and his namesake wealth and asset management firm – Tiedemann Advisors – completed one of the largest and most unique mergers to-date in the wealth management industry. Tiedemann combined his firm with Alvarium Investments and the Cartesian Growth … Read More Read More
Feb 21, 2023 • 32min
RIA Edge Podcast: Wealth Enhancement Group’s Jeff Dekko: The True Drivers of RIA Growth
When Jeff Dekko took the helm at Wealth Enhancement Group, it was a regional player with roughly $600 million in assets. Fast forward to 2023, and WEG is now one of the largest players in the RIA space with more than $60 billion in assets under management and a rapidly growing national footprint. While WEG … Read More Read More
Feb 14, 2023 • 37min
RIA Edge Podcast: Emigrant’s Karl Heckenberg: Behind the Scenes of RIA M&A
While M&A activity levels across the industry have generally cooled in recent months from a record pace, the minority investment market is heating up and continues to re-shape the RIA landscape. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Karl Heckenberg, CEO and President of Emigrant Partners, … Read More Read More
Jan 31, 2023 • 29min
RIA Edge: AssetMark’s Natalie Wolfsen and Adhesion’s Barrett Ayers
Whether you are looking to buy, sell or build a partnership with another company, finding the right fit for your vision is essential. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Natalie Wolfsen, CEO of AssetMark, and Barrett Ayers, CEO of Adhesion Wealth, on their recently closed … Read More Read More
Dec 21, 2022 • 30min
RIA Edge Podcast: Savant’s Brent Brodeski: How M&A is Accelerating the Evolution of Advice
M&A activity has re-shaped the wealth management industry in recent years – but it also accelerating the evolution of the business, and ultimately access to financial advice. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brent Brodeski, CEO of Savant Wealth Management, about the firm’s inorganic and … Read More Read More
Dec 16, 2022 • 27min
RIA Edge Podcast: Wealth Enhancement Group’s Jim Cahn: The Drivers of RIA M&A in 2023
In reviewing the past year, advisors are looking for more ways to grow their business. How will they take the first step into 2023 with a growth mindset? In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jim Cahn, Chief Investment Officer and Chief Business Development Officer for … Read More Read More
Nov 30, 2022 • 25min
RIA Edge Podcast: Content is King: Jackson Wood on Creating Persona and Meaningful Marketing Opportunities
The way advisors market their services has changed over the years, from one-to-one word-of-mouth and cold-calling to mass market approaches across Instagram and LinkedIn. Having more options than ever is inherently good for advisors looking to grow their businesses – but understanding how to appropriately use each platform is a key to successful marketing and … Read More Read More
Nov 22, 2022 • 34min
RIA Edge Podcast: Brandon Odell on the State of Advisor Compensation & Staffing
With the intense competition for talent in the wealth management industry, leaders of RIAs need to be more strategic than even when developing compensation, talent development and retention programs. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brandon Odell, Partner and Director of Business Consulting at The … Read More Read More
