RIA Edge

RIA Edge


Latest Episodes

RIA Edge Podcast: Brandon Kawal on ‘Life After the Gold Rush’ in the 2024 Deal Room Report
April 23, 2024

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 Connects W

RIA Edge Podcast: Jonathan Foster’s ‘Open Architecture’ Approach to HNW Markets
April 09, 2024

Fosters 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 Armstr

RIA Edge Podcast: Brent Brodeski on the Strategy Behind Savant’s Rapid Growth
March 28, 2024

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 epi

RIA Edge Podcast: Modern Wealth’s Mike Capelle on Lessons Learned at United Capital, Goldman Sachs
March 26, 2024

An early architect of Joe Durans 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

RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth
March 22, 2024

In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connects Wealth Management Group, talks with Craig Robson, founder of Regent Peak Wealth Advisors, about why,

RIA Edge Podcast: Adding Client Services Doesn’t Always Add Value
February 29, 2024

Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and Marshberry shows widely different motivations and approachesand sometimes elevated expectations for the impact o

RIA Edge: Mark Hurley Looks to the Future of Wealth Management and Sees a Jungle
February 13, 2024

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

RIA Edge: Wealthspire’s Mike LaMena: Building a Firm That Clients “Will Never Outgrow.”
February 06, 2024

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

RIA Edge Podcast: A Blueprint for Navigating Growth and Building Client Wealth with Dan Seder
December 19, 2023

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, man

RIA Edge Podcast: Navigating RIA Growth and Succession Planning with Rob Madore
December 05, 2023

Marshberrys 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, ma