RIA Edge

By: David Armstrong
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  • Summary

  • 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, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.
    Copyright © 2024 RIA Edge All Rights Reserved.
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Economics
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Episodes
  • RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track

    RIA Edge Podcast: CEO Michael Nathanson Pulls It Together, Putting Focus Back on Fast Growth Track
    Jan 28 2025
    In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down with Michael Nathanson, CEO of Focus Financial Partners, to discuss Focus’ pulling out of the public markets in favor of private equity partners, their recent rebranding and the team’s hub consolidation strategy. Michael …

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    40 mins
  • RIA Edge Podcast: Integrated Partners’ Andree Moore on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back

    RIA Edge Podcast: Integrated Partners’ Andree Moore on Sophisticated Financial Planning and the ‘Ceiling of Complexity’ That Holds Some RIAs Back
    Jan 21 2025
    Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships. Mohr covers Integrated’s origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance …

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    32 mins
  • RIA Edge Podcast: Sustainable Wealth Management Firms with Jennifer des Groseilliers

    RIA Edge Podcast: Sustainable Wealth Management Firms with Jennifer des Groseilliers
    Dec 17 2024
    In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, speaks with Jennifer des Groseilliers, CEO of The Mather Group. The conversation took place live during Schwab’s recent IMPACT Conference in San Francisco. Jennifer was recently appointed head of the $14 billion AUM firm, though she is …

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    38 mins

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