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

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Recent Episodes

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...

RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs

Posted September 23, 2022 • 00:34:54

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,...

RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel

Posted August 16, 2022 • 00:24:14

While M&A has been one of the most dominant themes in the RIA industry over the last several years, the battle for a limited supply of talent might...

RIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA Business

Posted August 4, 2022 • 00:25:25

Steward Partners Global Advisory has become one of the largest and fastest growing independent firms in the wealth management industry over the last...

RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM

Posted July 19, 2022 • 00:19:32

Leaders of RIA firms have a number of strategic options to consider when evaluating organic growth opportunities. When your RIA is part of a broader...