RIA Edge

RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, b

Recent Episodes

RIA Edge Podcast: Brandon Odell on the State of Advisor Compensation & Staffing

Posted November 22, 2022 • 00:33:36

With the intense competition for talent in the wealth management industry, leaders of RIAs need to be more strategic than even when developing compensation,...

RIA Edge Podcast: Brandon Kawal: How to Win the War for Talent in the RIA Industry

Posted November 17, 2022 • 00:16:27

The competition for new and experienced individuals in the RIA channel is at an all-time high. Employees of RIAs have more options and opportunities...

RIA Edge Podcast: Schwab’s Jalina Kerr: How RIAs Can Grow By Design – Not Default

Posted November 15, 2022 • 00:10:27

With markets no longer providing advisers with a wide number of opportunities to grow their assets, RIAs must be truly intentional about how they drive...

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

Posted November 10, 2022 • 00:10:19

RIA mergers and acquisitions have been re-shaping the industry for the last several years. But after years of record deal-making activity, how have...

RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs

Posted September 29, 2022 • 00:27:49

The number of advisors looking to execute a succession plan in 2022 has nearly doubled since the beginning of the year, according to the latest RIA...