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 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
Sep 23, 2022 • 35min
RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs
The RIA industry has experienced a significant amount of growth in recent years – but a handful of firms have found the keys to driving sustainable, long-term growth that will set them up for success in the future? What are the “secrets” to becoming a top-performing RIA? In this episode of RIA Edge, Mark Bruno, … Read More Read More
Aug 16, 2022 • 24min
RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel
While M&A has been one of the most dominant themes in the RIA industry over the last several years, the battle for a limited supply of talent might be the defining theme of 2022. With compensation increasing for high-quality talent, a number of firms are finding it easier to acquire talent than it is to … Read More Read More
Aug 4, 2022 • 25min
RIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA Business
Steward Partners Global Advisory has become one of the largest and fastest growing independent firms in the wealth management industry over the last several years. The firm has accelerated its growth through a unique blend of models for advisors – as well as ownership structure replicated by few other, if any, independent firms with more … Read More Read More
Jul 19, 2022 • 20min
RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM
Leaders of RIA firms have a number of strategic options to consider when evaluating organic growth opportunities. When your RIA is part of a broader national tax planning business, however, the opportunities for growing a wealth management business can be plentiful – provided you have the right strategies and processes in place. In this episode … Read More Read More
Jun 28, 2022 • 31min
RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook
For the longest time, mergers and acquisitions have been one of the most dominant, if not the most dominant, themes within the RIA channel. During the last quarter, however, the market and economy have changed substantially — throwing potential challenges into the red-hot RIA M&A market. In this episode of RIA Edge, Mark Bruno, Managing … Read More Read More
Jun 7, 2022 • 29min
RIA Edge Podcast: SVB Private’s DeChellis on Embracing a Growth Mindset
There is a “CEO state of mind” that some leaders of advisory firms have adopted to ensure that growth is front-and-center for all of its team members every day. SVB Private is one of the best examples of this and their growth mindset can provide a blueprint and framework for hundreds of RIAs to learn … Read More Read More
