Tag: Leadership
RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

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Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation.

So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the disruptive promise of AI?

In this episode of the RIA Edge Podcast, host David Armstrong sits down with John Bunch, CEO of Allworth Financial, to unpack how he’s guiding a founder-led firm into a professionally managed enterprise. From people and strategy to the smart use of technology, John shares what it takes to shape the future of advisory services at scale.

John discusses:

  • The evolution of Allworth from a founder-led practice to a $30 billion-plus RIA with a national footprint
  • His leadership philosophy in transitioning firms from founder-driven to professionally managed organizations
  • How acquisitions, large and small, fit into Allworth’s growth strategy and culture
  • Why investment management, tax planning and estate services are central to serving today’s high-net-worth clients
  • How the firm is using AI and why it is being employee-driven

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About Our Guest:

John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients.

Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines – where he oversaw 130 branch offices – and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade and Divisional Senior Vice President at Charles Schwab & Co.

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From Practice to Platform: Strategic RIA Growth With Stan Gregor

From Practice to Platform: Strategic RIA Growth With Stan Gregor

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With more investors seeking out financial advice than ever before, RIAs are in a position to capitalize on an evolving mix of investing, planning and technology developments that can create long-term business growth.  

In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Stan Gregor, CEO of Summit Financial. Stan shares details on Summit’s growth trajectory in recent years – while offering advice on how other firms can create scalable, repeatable growth strategies and transform their practices into truly unique advice platforms. 

Specifically, Mark and Stan discuss:

  • Balancing organic and inorganic growth strategies
  • How to identify the right types of acquisition, recruiting, and partnership opportunities
  • The difference between growth and “good growth”
  • The most valuable technology and communication lessons learned in the past 18 months

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About Stan Gregor:

As a senior executive with over 30 years of experience, I’ve operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning and public finance. I’ve been involved in acquiring and integrating some of the largest and most complicated banking, wealth management, insurance, and capital markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and shareholder value.

At Summit Financial, I apply these decades of financial services experience every day to ensure our firm continues to fully align client and advisor needs. Through SummitVantage, our fully integrated suite of advisor resources, we create legacy partnerships with leading advisors looking for full support–and full flexibility–to thrive in a crowded market.

 

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