RIA+

In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their uniq...

Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as more purpose-built tools enter the RIA marketplace. In this episode of RIA+, Emigrant's Mark Bruno sits down with Parker Ence, CEO of Jump, to discuss how firms have been leveraging the technology company's AI note-taking and virtual assistant capabilities. In addition, th...

Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions in the first several months of 2025, and has now completed six deals in its history. In this episode, CEO Joe Anderson and CFO Jason Carver talked with Emigrant's Mark Bruno about Pure's M&A strategy, what they look for when evaluating alignment and fit - and ultimate...

In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm. 

With a growing number of RIA founders looking to attract and develop young talent, this discussion features a group of rising stars about what sparked their interest in wealth management. It also focuses on what has motivated each of these advisors to continue to hone their skills...

In this episode of RIA+, Emigrant's Mark Bruno sits with Sam Lewis, the founder and CEO of Fruitful, a financial wellness solution that provides its clients, or its "members", with high-touch advice that is delivered in a largely digital experience. Fruitful's "guides" are already providing advice to thousands of NextGen investors, despite the company being a relatively new entrant to the marke. Lewis ...

In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the largest and most successful firms in wealth management. With more than $37 billion in assets across its platform, over 350 advisors and a diverse mix of businesses that are purpose-built for growth-oriented advisors a...

This episode of RIA+ features two key leaders at Gibson Capital – which recently celebrated its 35th anniversary and now manages roughly $2.5B for 200 families across the country. While a number of strategic decisions have contributed to Gibson’s prolonged success, the notion of providing “uncommonly attentive advice” has always stayed at the core for Gibson, one of the most focused and intentional RIAs you will come across in this...

FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm has evolved into a true wealth platform with a diverse mix of services – one that has the firm positioned for continued strategic growth in 2025 and beyond. Tom Manning sits down with Emigrant's Mark Bruno in this...

In this episode of RIA+, Emigrant's Mark Bruno goes "under the hood" of Pure Financial - one of the most sophisticated and strategic RIAs in the industry. Mark talks with Joe Anderson, President and CEO of Pure, and Jason Carver, Managing Partner and CFO. They dive deep into the growth story of Pure, which now has over $6 billion in assets and is exponentially outpacing the growth rates of its peers. They explore Pur...

The top-performing firms in the RIA industry have experienced organic growth rates that are more than double the typical firm - and Charles' Schwab's new RIA benchmarking study provides a close-up of the strategies and tactics driving their growth. In this episode of RIA+, Emigrant's Mark Bruno interviews Schwab's Lisa Salvi, Managing Director, Advisor Services, about the key findings from the 2024 Schwab benchm...

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-brea...

While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of the industry's top RIAs: Build you firm like your client is the architect. 

Verdence, one of the nations' fastest-growing RIAs, continues to invest in both talent and technology to build out an...

There's often a direct correlation between an RIA's growth and its approach to talent recruitment, development and advancement. There's no better example of this than Moneco Advisors, which joined Emigrant as a Partner Firm in mid-2023 and has seen some impressive accelerated growth rates over the last year. 

Charlie Rocco, Managing Partner at Moneco, joined this episode of RIA+ to share how he and his leade...

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 ...

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...

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 ...

Very few RIAs are strategically approaching the development of their team, talent and culture like Dakota Wealth Management - and a quick walk through their offices, which could also double for an art gallery, will give you an immediate sense for the firm's unique personality. 

That "Dakota energy" might explain why the firm has experienced some of the most exceptional growth in the RIA industry - recently s...

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 d...