RIA Edge

RIA Edge


Latest Episodes

RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue
September 30, 2025

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

RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale
September 25, 2025

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

RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale
September 23, 2025

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

RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial
August 26, 2025

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

RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor
August 12, 2025

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

RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next
July 29, 2025

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

RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction
July 08, 2025

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

RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley
June 26, 2025

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

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Engines
June 10, 2025

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

RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm
May 27, 2025

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