RIA Edge

A small, but growing, number of influential independent advisory firms are on the fast track to becoming truly national wealth managers. M&A has been a tool that has allowed regional firms to expand their footprints, and Merit Financial Advisors is perhaps one of the industry’s best examples of how strategic M&A can be transformational – … Read More Read More

While every RIA has its own unique approach to adding new clients and talent, the top-performing firms share some common strategic approaches to accelerating and driving organic and inorganic growth.  In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jeff Pierce, CEO of Wipfli Financial Advisors, about the … Read More Read More

For the last decade, strong equity markets have powered a substantial amount of growth for tens of thousands of financial advisors. A handful of firms, however, have “cracked the code” and created blueprints for driving strategic growth for their firms that will extend well beyond this prolonged bull market.  In this episode of RIA Edge, … Read More Read More

As the independent and RIA channels have grown and become more influential, the challenges and opportunities aligned with running your own businesses have grown significantly in recent years.  To better understand and assess the options that are now available to advisors who are looking to build their own businesses — or accelerate the growth of … Read More Read More

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