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 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
Nov 17, 2022 • 16min
RIA Edge Podcast: Brandon Kawal: How to Win the War for Talent in the RIA Industry
The competition for new and experienced individuals in the RIA channel is at an all-time high. Employees of RIAs have more options and opportunities than ever before — requiring leaders of RIA firms to be acutely focused on the management of human capital, compensation, benefits and retention. In this episode of RIA Edge, Mark Bruno, … Read More Read More
Nov 15, 2022 • 10min
RIA Edge Podcast: Schwab’s Jalina Kerr: How RIAs Can Grow By Design – Not Default
With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they drive meaningful organic growth. In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jalina Kerr, Managing Director of Client Services for Schwab Advisor Services, … Read More Read More
Nov 10, 2022 • 10min
RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A
RIA mergers and acquisitions have been re-shaping the industry for the last several years. But after years of record deal-making activity, how have the declining market conditions and rising interest rates impacted RIA M&A in 2022? In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Raj Bhattacharyya, CEO … Read More Read More
Sep 29, 2022 • 28min
RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs
The number of advisors looking to execute a succession plan in 2022 has nearly doubled since the beginning of the year, according to the latest RIA Edge Study “Pulse Poll” released in September. What is driving this accelerated shift? In this episode of the RIA Edge Podcast, Mark Bruno, managing director at Informa Wealth Management, … Read More Read More
