RIA Edge

RIA Edge


Latest Episodes

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

RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape
November 29, 2023

Ryan Parker, CEO of EP Wealth, sheds light on the firms intentional M&A strategy and what it means for the companys development. In this episode of the RIA Edge Podcast, David Armstrong, managing di

RIA Edge Podcast: Insights With Lisa Salvi on Unlocking Growth and Talent Acquisition
November 22, 2023

Lisa Salvi shares how successful firms leverage a comprehensive approach to long-term success. In this episode, David Armstrong, managing director of editorial and content strategies for the Wealth Ma

RIA Edge Podcast: Hirtle, Callaghan & Co.’ and Jon Hirtle: Pioneering the Outsourced Chief Investment Officer Business Model
November 07, 2023

Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the Oracle of Outsource by Pension & Investments magazine for his work pioneering the outsourced chief investment o

RIA Edge Podcast: Alison Burkett on Snowden Lane’s Boutique Culture for Growth
October 17, 2023

Snowden Lane Partners: A calibrated blend of autonomy and support. In this episode, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa,

RIA Edge Podcast: Connectus Wealth’s Molly Bennard on Bringing Different Connections into Focus
October 10, 2023

This episode of the RIA Edge podcast features a conversation between David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, and Molly Bennar

RIA Edge Podcast: DFA’s Catherine Williams: 2023 RIA M&A Gamechangers
September 05, 2023

Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success. In this RIA Edge episode, Mark Bruno, managing director of the wealth management group at Info