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: The RIA M&A 2022 Mid-Year Outlook

Posted June 28, 2022 • 00:31:20

For the longest time, mergers and acquisitions have been one of the most dominant, if not the most dominant, themes within the RIA channel. During the...

RIA Edge Podcast: SVB Private’s DeChellis on Embracing a Growth Mindset

Posted June 7, 2022 • 00:29:15

There is a “CEO state of mind” that some leaders of advisory firms have adopted to ensure that growth is front-and-center for all of its team members...

RIA Edge Podcast: Sanctuary Wealth’s Jim Dickson on Balancing M&A and Organic Growth

Posted May 19, 2022 • 00:34:07

While M&A activity gets the majority of the attention in the RIA industry, strategic and sustainable organic growth is actually the secret to success...

RIA Edge Podcast: Cresset’s Doug Regan on Strategic, Purposeful Growth

Posted May 5, 2022 • 00:30:00

While market appreciation, traditional referrals and word-of-mouth marketing has driven growth for a number of RIAs, the industry’s largest and most...

RIA Edge Podcast: Thrivent Advisor Network Carolyn Armitage on true drivers of growth in the RIA space

Posted April 19, 2022 • 00:33:42

When it comes to business growth within the M&A space, you must be strategic in development while acquiring companies that fit your business model.

In...