RIA Edge
David ArmstrongRIA 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... more
| Publishes | Weekly | Episodes | 68 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race. more
Foster’s firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.” more
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. more
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—... more
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 ... more
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. more
The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry. more
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. more
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| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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RIA Edge launched 3 years ago and published 68 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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