RIA Edge
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 Mark Bruno, 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
April 23, 2024 • 39 mins
Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Brandon Kawal, partner at Advisor Growth Strategies, about remaining buoyant in the M&A market despite the challenges of …
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April 9, 2024 • 51 mins
Foster’s firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.” In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Jon Foster, president and CEO of Angeles Wealth, a firm that caters to …
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March 28, 2024 • 41 mins
Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and to expand his service model across 15 states, with national ambitions. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Brent Brodeski, CEO …
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An early architect of Joe Duran’s United Capital, and a former Goldman Sachs PFM exec, Mike Capelle and his partners secured $200 million to build a national RIA with a vision of bringing all a client’s planning needs—tax, insurance, estate planning—under one roof. In this episode of the RIA Edge Podcast, David Armstrong, editorial director …
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In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Craig Robson, founder of Regent Peak Wealth Advisors, about why, after 25 years at Merrill Lynch, he ventured into independent practice where, over the past five years, he’s built a growing practice catering to wealth …
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February 29, 2024 • 28 mins
Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and Marshberry shows widely different motivations and approaches—and sometimes elevated expectations for the impact on firm value. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks …
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February 13, 2024 • 40 mins
The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Mark Hurley, founder of Fiduciary Network who heads the cybersecurity firm Digital Privacy & …
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February 6, 2024 • 36 mins
Wealthspire Advisors’ Mike LaMena on the secret to building a national RIA with a single identity that still empowers advisors to bring their “personal brand” and credibility to local communities and niche markets. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Mike LaMena, …
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December 19, 2023 • 29 mins
Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Dan Seder, managing partner with Blue …
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December 5, 2023 • 47 mins
Marshberry’s Rob Madore shares strategies for growth, succession and the recent shift in how RIAs are approaching mergers and acquisitions. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Rob Madore, vice president of financial services for MarshBerry, …
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November 29, 2023 • 31 mins
Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Ryan Parker, CEO of EP Wealth, on …
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November 22, 2023 • 25 mins
Lisa Salvi shares how successful firms leverage a comprehensive approach to long-term success. In this episode, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Lisa Salvi, Managing Director, Advisor Services, Charles Schwab, about Schwab’s RIA Benchmarking Study that highlights industry performance and where advisory firms …
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Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and institutions. Here, Hirtle speaks with Wealth Management’s David Armstrong about the opportunity he saw to start the firm 35 …
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October 17, 2023 • 23 mins
Snowden Lane Partners: A calibrated blend of autonomy and support. In this episode, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks with Alison Burkett, head of enterprise development at Snowden Lane Partners, about the firm’s approach to growth: A carefully calibrated blend of autonomy and support. …
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October 10, 2023 • 32 mins
This episode of the RIA Edge podcast features a conversation between David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, and Molly Bennard, the CEO of Connectus Wealth Advisers. Connectus Wealth is a Focus Financial Partners-owned firm, but, unlike others inside that network, it acts more like a …
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September 5, 2023 • 34 mins
Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success. In this RIA Edge episode, Mark Bruno, managing director of the wealth management group at Informa talks with Catherine Williams, head of practice management at Dimensional Fund Advisors, about the changes in the M&A landscape and the noticeable shifts …
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August 22, 2023 • 28 mins
This era in wealth management has seen unparalleled growth opportunity. Lido Advisors has embraced this golden age of shifting demographics and technological advancements to be one of the fastest growing and successful firms in the industry. In this episode of the RIA Edge podcast, Mark Bruno, managing director of the wealth management group at Informa, and …
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August 8, 2023 • 32 mins
This episode of the RIA Edge podcast features a conversation between Mark Bruno, Managing Director of Wealth Management Group at Informa, and Arthur Ambarik, CEO of Perigon Wealth Management. The discussion delves into Perigon’’s unique position and model within the RIA channel, as well as the primary contributors to its impressive growth trajectory. Arthur shares …
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July 25, 2023 • 43 mins
Following a remarkable period of M&A activity in the RIA industry, one of the star bankers in the industry has made the leap from leading deals to leading one of the largest RIAs in wealth management. In this special episode of the RIA Edge Podcast, host Mark Bruno, the Managing Director of the Wealth Management …
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July 11, 2023 • 29 mins
Building an RIA firm that can successfully attract, retain and develop top talent – and ultimately become the “RIA of choice” in a specific market — is no easy feat. But one firm, Halbert Hargrove, for years has been building bridges from G1, to G2 and even G3 talent. In the process the firm’s experiences …
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