RIA Edge

RIA Edge


Latest Episodes

RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025
March 25, 2025

Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability and revenue with approximately $12 billion in AUM.

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
March 11, 2025

In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of f

RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty
February 27, 2025

In this episode of the RIA Edge Podcast, host David Armstrong interviews David Hefty, founder and CEO of $3.4 billion AUM Credent Wealth Management. Hefty narrowly escaped pursuing a career trading co

RIA Edge Podcast: Redefining Growth in Wealth Management
February 11, 2025

David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firms growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapp

RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track
January 28, 2025

In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down with Michael Nathanson, CEO of Focus Financial Partne

RIA Edge Podcast: Integrated Partners’ Andree Mohr on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back
January 21, 2025

Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scalin

RIA Edge Podcast: Sustainable Wealth Management Firms with Jennifer des Groseilliers
December 17, 2024

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connects Wealth Management Group, speaks with Jennifer des Groseilliers, CEO of The Mather Group. The conversat

RIA Edge Podcast: Turning Clients into Fans, and Designing Sustainable Growth, with Wealthstream Advisors’ Michael Goodman
November 26, 2024

Recorded live at the Schwab Impact Conference in San Francisco, David Armstrong, editorial director at Informa Connects Wealth Management Group, sits down with Michael Goodman, founder, and leader of

RIA Edge Podcast: Alternatives at the Core with Dick Pfister
October 22, 2024

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connects Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Advisory, to explore

RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr
October 08, 2024

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connects Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab