While the M&A activity levels at the start of 2023 slowed somewhat, there have been several notable developments during the first half of the year that will shape M&A and valuations over the remainder of 2023 – and beyond. In this episode of the RIA Edge Podcast, Jessica Polito, Founder of investment bank Turkey Hill …
This episode of the RIA Edge podcast provides advisors with a view into the trends that are influencing and impacting growth across the RIA landscape. Specifically, industry veteran Tom Bradley, Managing Director at Schwab Advisor Services, and Informa’s Mark Bruno provide benchmarks for growth rates and a high-level view of the “levers” that top firms …
While the need for financial advice – and the ability to access advice – has never been greater, most advisors still have not been able to capitalize on the growing number of opportunities. According to Steve Sanduski, advisor coach, CFP, New York Times Best-Selling Author and founder of the Sanduski Advisor Network, suggests that while …
While there have been hundreds of M&A transactions in the RIA channel in recent years, Focus Financial was one of the first strategic acquirers in the industry more than a decade ago – and has since grown into one of the largest and most influential firms in the wealth management business. In this episode of …
While markets may be in bear territory, it’s a bull market for financial advice – as more individuals need access to professional advice than ever before. How can RIAs effectively take advantage of this once-in-a-lifetime growth opportunity to acquire new clients and deepen relationships with existing clients? Megan Carpenter, the CEO and Founder of FiComm …
While scores of RIAs continue to experience growth, despite headwinds in the markets and economy, some firms are growing more strategically than others – and this strategic growth is exponentially more valuable according to Jeff Vivacqua, President of Growth & Development at Cambridge Investment Research. In this episode of the RIA Edge podcast, Mark Bruno, …
RMB Capital has become one of the largest and most successful RIA firms in the wealth management industry – with its own, at times, under-the-radar approach to growth. A strategic approach to M&A, organic growth and management of all things capital has fueled the firm’s success over the years, landing RMB on the inaugural RIA …
With heightened market volatility and uncertainty significantly impacting client portfolios over the last year, RIAs have been leaning more on alternative investments to present their clients with new sources of return, income and downside protection. In this episode of RIA Edge, David Levi, Managing Partner at Brookfield and Head of Brookfield Oaktree Wealth Solutions, shares …
The RIA Edge Podcast: One-on-One with AlTi CEO Michael Tiedemann At the start of 2023, Michael Tiedemann and his namesake wealth and asset management firm – Tiedemann Advisors – completed one of the largest and most unique mergers to-date in the wealth management industry. Tiedemann combined his firm with Alvarium Investments and the Cartesian Growth …
When Jeff Dekko took the helm at Wealth Enhancement Group, it was a regional player with roughly $600 million in assets. Fast forward to 2023, and WEG is now one of the largest players in the RIA space with more than $60 billion in assets under management and a rapidly growing national footprint. While WEG …