The RIA industry has experienced a significant amount of growth in recent years – but a handful of firms have found the keys to driving sustainable, long-term growth that will set them up for success in the future?

What are the “secrets” to becoming a top-performing RIA? In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Lisa Salvi, Managing Director at Charles Schwab Advisor Services, about the results of Schwab’s 2022 RIA benchmarking study, and offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms. 

 Mark and Lisa discuss:

• Benchmarking growth in the RIA channel and the drivers of growth for the top 25% of the RIA industry
  
• The intense battle for talent in the RIA segment, and how top-performers are successfully recruiting and retaining talent
  
• The positions and skill sets that are the most sought after in the RIA market – and how it aligns with current and future growth opportunities
  
• From a compensation perspective, the labor market has influenced both compensation levels, as well as the structure of compensation packages
  

 Resources:

• RIA Edge Podcast
  

Connect With Mark Bruno: 

• WealthManagement.com
  
• LinkedIn: Mark Bruno
  
• Twitter: Mark Bruno
  
• LinkedIn: Informa
  

Connect With Lisa:

• LinkedIn: Lisa Salvi
  
• Charles Schwab
  

 About Our Guest:

Lisa Salvi is a member of the Advisor Services leadership team and is responsible for Schwab’s Business Consulting and Education offer. Her team develops and manages programs and one-on-one consulting engagements designed to help independent advisors make lasting and significant improvements within their firms by focusing on key business, technology, and cybersecurity issues. Salvi’s team leads the annual RIA Benchmarking Study, the Compensation Study, and programs that support the development of advisor talent through executive education and student initiatives. They also provide insights and tools that help the Advisor Services sales and support teams deliver outstanding client service to