RIA+

Mark Bruno
  • 5,0 (1)
  • GESTION
  • TOUTES LES 2 SEMAINES
RIA+

RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success. 

  1. FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs

    18 NOV.

    FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs

    FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm has evolved into a true wealth platform with a diverse mix of services – one that has the firm positioned for continued strategic growth in 2025 and beyond. Tom Manning sits down with Emigrant's Mark Bruno in this first episode of season 2 of RIA+ to offer an inside look at the d...

    29 min
  2. An Inside Look at Pure Financial - An RIA Organic Growth Machine

    7 AOÛT

    An Inside Look at Pure Financial - An RIA Organic Growth Machine

    In this episode of RIA+, Emigrant's Mark Bruno goes "under the hood" of Pure Financial - one of the most sophisticated and strategic RIAs in the industry. Mark talks with Joe Anderson, President and CEO of Pure, and Jason Carver, Managing Partner and CFO. They dive deep into the growth story of Pure, which now has over $6 billion in assets and is exponentially outpacing the growth rates of its peers. They explore Pure's market focus and business model, its innovative content strategy - and ho...

    50 min
  3. The Truth About RIA Organic Growth: Schwab's Lisa Salvi

    18 JUIL.

    The Truth About RIA Organic Growth: Schwab's Lisa Salvi

    The top-performing firms in the RIA industry have experienced organic growth rates that are more than double the typical firm - and Charles' Schwab's new RIA benchmarking study provides a close-up of the strategies and tactics driving their growth. In this episode of RIA+, Emigrant's Mark Bruno interviews Schwab's Lisa Salvi, Managing Director, Advisor Services, about the key findings from the 2024 Schwab benchmarking study, which highlights the remarkable growth in the RIA channel. They go d...

    35 min
  4. The State of RIA M&A: Beyond the Numbers with Fidelity's Laura Delaney

    1 JUIL.

    The State of RIA M&A: Beyond the Numbers with Fidelity's Laura Delaney

    In this episode of RIA+, Mark Bruno talks with Fidelity's Laura Delaney - one of the leading RIA M&A researchers - about dealmaking activity in the first half of 2024. While overall volume and valuations remain strong, this interview goes beyond the numbers and focuses on the drivers of successful M&A activity and uncovers what the RIA industry has collectively learned over the last five years - a period of record-breaking and transformational M&A.

    40 min
  5. Verdence's Leo Kelly: Building an RIA with the 'client as the architect'

    19 JUIN

    Verdence's Leo Kelly: Building an RIA with the 'client as the architect'

    While it's been years since Leo Kelly, CEO and founder of Verdence Capital Advisors, left the wirehouse world for the independent channel, a simple governing principle continues to anchor his vision for leading one of the industry's top RIAs: Build you firm like your client is the architect. Verdence, one of the nations' fastest-growing RIAs, continues to invest in both talent and technology to build out and enhance its unique business model - while also making sure they deliver a highly...

    42 min
  6. Talent as a Driver of Strategic Growth: Charlie Rocco of Moneco Advisors

    31 MAI

    Talent as a Driver of Strategic Growth: Charlie Rocco of Moneco Advisors

    There's often a direct correlation between an RIA's growth and its approach to talent recruitment, development and advancement. There's no better example of this than Moneco Advisors, which joined Emigrant as a Partner Firm in mid-2023 and has seen some impressive accelerated growth rates over the last year. Charlie Rocco, Managing Partner at Moneco, joined this episode of RIA+ to share how he and his leadership team have hard-wired Moneco to ensure everyone is focused on growth and clie...

    36 min
  7. Wealth Management 3.0: Max Lane on the Future of Talent, Transition & Technology

    7 MAI

    Wealth Management 3.0: Max Lane on the Future of Talent, Transition & Technology

    Several "megatrends" are rapidly re-shaping the dynamics of the wealth management industry -- seemingly in real-time. A massive intergenerational transfer of wealth, the emergence of new technologies, and the need to provide clients of all ages with comprehensive planning and investment services has created a new era for financial advice. Or, "Wealth Management 3.0" as Flourish CEO Max Lane describes it in this in-depth interview with Emigrant Partners' Managing Director Mark Bruno. Max and M...

    42 min
  8. Gaining Traction: Mike Paton on Why Scores of RIA Leaders Embrace EOS

    11 AVR.

    Gaining Traction: Mike Paton on Why Scores of RIA Leaders Embrace EOS

    As RIAs continue to experience accelerated growth in their businesses, client bases and teams - an Enterprise Operating System has become an important framework for many leaders across the industry. The EOS framework, detailed in Gino Wickman's bestselling book Traction is now being embraced by scores of RIAs - with good reason. In this episode of RIA+, Emigrant's Mark Bruno interviews Mike Paton, who has helped thousands of leaders around the globe run better businesses (and live better prof...

    36 min
Tout afficher (15)

À propos

RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success. 

Informations

  • Création
    Mark Bruno
  • Années d’activité
    2023 - 2024
  • Épisodes
    15
  • Classification
    Contenu explicite
  • Copyright
    © 2024 RIA+
  • Site web de l’émission
    RIA+

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