RIA Edge

With more investors seeking out financial advice than ever before, RIAs are in a position to capitalize on an evolving mix of investing, planning and technology developments that can create long-term business growth.   In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Stan Gregor, CEO of Summit Financial. … Read More Read More

Matt Regan, President of Wealthcare Capital Group, shares insights from his experience since 2018 in driving AUM growth. He discusses unique strategies for financial advisors, emphasizing goals-based planning and balancing acquisitions with personal client engagement. The conversation highlights trends in the RIA landscape, such as the rise of digital communication and fee-only models, along with the growing importance of meaningful advisor-client relationships. Regan also addresses challenges in succession planning and fostering organic growth in the advisory industry.

Many in RIAs understand the importance of strong marketing strategies, but knowing what types of strategies – and then consistently executing – is a major challenge for a number of advisors.  In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Megan Gorman, founder and managing partner of Chequers … Read More Read More

Mergers and acquisitions are becoming a more common way for larger RIAs to grow. But successfully managing a merger or acquisition after the deal closes is anything but a straight line — and many RIAs are looking for guidance on how to build a “culture of one.”  In this episode, Mark Bruno, managing director at … Read More Read More

While a number of RIAs have experienced significant growth in recent years, many have actually grown by default – not design: Often, advisors are relying on the market, existing clients and referrals to drive growth. But there are a number of steps and strategies that advisors can implement to drive intentional, sustainable growth. Few leaders … Read More Read More

While the RIA channel has been growing at a steady clip for years, a handful of firms have grown at an accelerated rate and are now responsible for the lion’s share of assets and clients in the industry. Wealthspire Advisors has been one of the fastest growing RIAs in the business, and CEO Mike LaMena … Read More Read More

Finding business strategies that work, and promote continuous growth can be one of the biggest challenges when running a business, especially coming out of the pandemic.  But one firm, Cerity Partners has been able to maintain and continue their growth in tremendous ways. In this episode, Mark Bruno sits down with Claire O’Keefe, partner and … Read More Read More

The RIA channel has seen tremendous growth over the last decade, but a handful of RIAs have executed on M&A and marketing strategies that have positioned them as the industry’s truly elite firms. In this first episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Scott Hanson, co-founder and senior … Read More Read More