In this episode of the RIA Edge podcast, host David Armstrong speaks with Kay Lynn Mayhue, president of Merit Financial, about the firms approach to growth as it reaches $24 billion in assets under m

Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors st

Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors st

Scaling growth isnt just about getting bigger; its about vision, discipline and striking the right balance between legacy and innovation. So how does a $30 billion-plus RIA navigate the complexities

Explosive growth doesnt happen by accident. Its fueled by intentional partnerships, strategic resources, and cultural alignment. In this episode of the RIA Edge Podcast, host David Armstrong sits do

James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 yearsclient by client, no M&A. His story shows the bene

Its not surprising that tech-native firms see the wealth management industrys high margins and sticky revenue, even with its notoriously disjointed and sometimes subpar tech stacks, and think, Good

Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. M

Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors. But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opp

In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, as they explore how the firm rapidly scaled to $65