RIA Edge

RIA Edge


Latest Episodes

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

RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs
May 13, 2025

How can a firm truly put families first in wealth management? Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Office Partners. Chris shares the origin story and evol

RIA Edge Podcast: The Power of Specialization with Andrew Leonard
April 29, 2025

In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AU

RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
April 25, 2025

What makes a financial advisory firm truly sustainable in the competitive world of wealth management? Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at

RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025
March 25, 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
March 11, 2025

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
February 27, 2025

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
February 11, 2025

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