Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
Meet the RIA: Evolv Family Wealth
Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO model ultimately benefits the end client. He also explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.
Meet the RIA: Beacon Pointe Advisors
Beacon Pointe Advisors is the largest female-led RIA in the country and has been consistently ranked one of the top RIAs in the U.S. by Barron's. CEO Shannon Eusey shares what it was like launching the firm in 2002, the allWEALTH® approach, and what’s been key to Beacon Pointe’s success over the past two decades.
Meet the RIA: Hightower Advisors
Advisors Chairman and CEO Bob Oros reflects on how the firm has found success and grown to $140 billion in AUM since its founding in 2008. He also shares his strategy for finding the best independent wealth management firms, how he is engaging with talent across all levels of Hightower, and where he sees the RIA industry headed in the coming years.
Meet the RIA: Johnson Financial Group
Johnson Financial Group has a wealth, bank and insurance business and more than $14 billion in assets under administration. Brian Andrew, EVP Wealth and Chief Investment Officer shares growth plans for the coming years, what the firm looks for in an acquisition target, and how the RIA is helping clients navigate volatile markets
Meet the RIA: CI RegentAtlantic Private Wealth
Seven out of ten LGBTQ+ Americans report that they would be more comfortable with an advisor who is part of the community or a vocal ally. RegentAtlantic Wealth Advisors Barbara Bilello and Lisa Neira, CFP® share how their firm is serving this community, important considerations when working with LGBTQ+ clients, and ways that RIAs can improve on equity and inclusion.
Meet the RIA: Wealth Enhancement Group
Wealth Enhancement Group® has grown its AUM to $57 billion and is now ranked the #6 RIA Firm in the U.S. by Barron's. Chief Operating Officer Terri Kallsen, CFP® reveals what's been key to the RIA's success, discusses three key trends shaping the financial services industry, and much more.
Some great insights- for investments and life