RIA+

In this episode of RIA+, Mark Bruno talks with Fidelity's Laura Delaney - one of the leading RIA M&A researchers - about dealmaking activity in the first half of 2024. While overall volume and valuations remain strong, this interview goes beyond the numbers and focuses on the drivers of successful M&A activity and uncovers what the RIA industry has collectively learned over the last five years - a period of record-breaking and transformational M&A. 

Leo Kelly, CEO of Verdence Capital Advisors, discusses building an RIA where the client is the architect. He shares insights on growth strategies, investing in talent and tech, and meeting evolving needs of HNW clients. The podcast covers his journey, hyper-collaborative team building, growth mindset culture, and ambitions for creating a lasting legacy.

Charlie Rocco, Managing Partner at Moneco Advisors, discusses how the firm focuses on developing NextGen talent to drive growth and client experience. He shares insights on human capital strategy, partnership approaches, and the competitive talent landscape in the RIA industry.

Several "megatrends" are rapidly re-shaping the dynamics of the wealth management industry -- seemingly in real-time. A massive intergenerational transfer of wealth, the emergence of new technologies, and the need to provide clients of all ages with comprehensive planning and investment services has created a new era for financial advice. Or, "Wealth Management 3.0" as Flourish CEO Max Lane describes it in this in-depth interview with Emigrant Partners' Managing Director Mark Bruno. Max and Mark discuss how these megatrends are unfolding, and how advisors can capitalize on a number of new growth opportunities. 

As RIAs continue to experience accelerated growth in their businesses, client bases and teams - an Enterprise Operating System has become an important framework for many leaders across the industry. The EOS framework, detailed in Gino Wickman's bestselling book Traction is now being embraced by scores of RIAs - with good reason. In this episode of RIA+, Emigrant's Mark Bruno interviews Mike Paton, who has helped thousands of leaders around the globe run better businesses (and live better professional lives). An EOS Implementer and sought-after speaker, Paton succeeded Gino Wickman, spent five years as EOS Worldwide’s Visionary, and co-authored two books in the Traction Library – Get A Grip and Process! In this interview, he details why Traction has gained so much traction with RIAs, and offers insights into how its transformed their firms.

This episode of RIA+ features a timely interview with Tylor Bordelon Seaman, the CEO of Maslow Wealth Advisors - the $1.5 billion RIA formerly known as Durbin Bennett until the beginning of March 2024. Tylor sat with Emigrant Partners' Mark Bruno to share the details of the firm's rebranding strategy, along with the vision and objective for Maslow moving forward. As this interview details, a rebrand is more just a change of logos and website address - it's an opportunity to launch the next generation of Maslow, clearly define and articulate its current and future value proposition, and crystalize its identify as it continues its impressive growth.

Discover the exceptional growth strategies of Dakota Wealth Management, with insights from the founder and leadership team. Explore their unique culture, approach to M&A opportunities, and future plans as one of the fastest growing firms in the RIA industry.

Mergers and acquisitions have dramatically reshaped the RIA landscape over the last several years, with hundreds of deals taking place annually. Now, however, the best leaders in the RIA industry are focused less on just "the art of the deal" - and are placing an even greater emphasis on "the art of the manage", according to industry icon Mark Tibergien. In this episode of RIA+, Emigrant's Mark Bruno sits down with Mr. Tibergien, one of the most thoughtful and influential executives in the RIA community, to discuss the true keys to success in RIA M&A. 

The leaders of Morton Wealth Management have a different way of thinking about growth and success in the RIA industry. Building and maintaining a firm that empowers its employees and values growth starts at the top - and it requires a unique balance of learning and leading. In this episode of RIA+, Jeff Sarti, the CEO of Morton Wealth, and Stacey McKinnon, the COO and CMO of Morton Wealth, share their personal stories and journeys as leaders in the RIA industry. More specifically, they reflect on some of the most important shifts they have made in their personal leadership styles and how it has directly translated to Morton's impressive growth and vibrant culture. 

This episode of RIA+ features Jonathan Maxwell, the founder & CEO of Sustainable Development Capital, a U.K.-based investment manager and one of Emigrant’s 20 partner firms. The episode focuses on Jonathan’s entrepreneurial journey and what led him to launch SDCL, why he authored his new book – “The Edge” and why SDCL’s unique perspective and focus on sustainable energy is gaining traction with institutional and individual investors across the globe.