RIA Edge Mark Bruno

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 Edge Study “Pulse Poll” released in September. What is driving this accelerated shift? In this episode of the RIA Edge Podcast, Mark Bruno, managing director at Informa Wealth Management, … Continue reading RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs →

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, long-term growth that will set them up for success in the future? What are the “secrets” to becoming a top-performing RIA? In this episode of RIA Edge, Mark Bruno, … Continue reading RIA Edge Podcast: Lisa Salvi on The Secrets of Top-Performing RIAs →

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 be the defining theme of 2022. With compensation increasing for high-quality talent, a number of firms are finding it easier to acquire talent than it is to … Continue reading RIA Edge Podcast: Brian Hamburger on the Battle for Talent in the RIA Channel →

Steward Partners Global Advisory has become one of the largest and fastest growing independent firms in the wealth management industry over the last several years. The firm has accelerated its growth through a unique blend of models for advisors – as well as ownership structure replicated by few other, if any, independent firms with more … Continue reading RIA Edge Podcast: Jim Gold on Breaking the Mold in the RIA Business →

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 national tax planning business, however, the opportunities for growing a wealth management business can be plentiful – provided you have the right strategies and processes in place.  In this episode … Continue reading RIA Edge Podcast: Matt Cosgriff on the Journey to $2 Billion in AUM →

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 last quarter, however, the market and economy have changed substantially — throwing potential challenges into the red-hot RIA M&A market.  In this episode of RIA Edge, Mark Bruno, Managing … Continue reading RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook →