RIA Edge

Latest Episodes
RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 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
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
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
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
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
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
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
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
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
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