RIA Edge

Latest Episodes
RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley
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
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
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
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
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
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
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