Episodios

  • RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

    RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
    Mar 11 2025
    In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew …

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    37 m
  • RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty

    RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty
    Feb 27 2025
    In this episode of the RIA Edge Podcast, host David Armstrong interviews David Hefty, founder and CEO of $3.4 billion AUM Credent Wealth Management. Hefty narrowly escaped pursuing a career trading commodities on the floor of the Chicago Board of Trade, and instead started an independent wealth management firm shortly after college. But it wasn’t …

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    34 m
  • RIA Edge Podcast: Redefining Growth in Wealth Management

    RIA Edge Podcast: Redefining Growth in Wealth Management
    Feb 11 2025
    David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares insights into their robust M&A strategy and the importance of succession …

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

    RIA Edge Podcast: Integrated Partners’ Andree Mohr 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 m
  • 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 m
  • RIA Edge Podcast: Turning Clients into Fans, and Designing Sustainable Growth, with Wealthstream Advisors’ Michael Goodman

    RIA Edge Podcast: Turning Clients into Fans, and Designing Sustainable Growth, with Wealthstream Advisors’ Michael Goodman
    Nov 26 2024
    Recorded live at the Schwab Impact Conference in San Francisco, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Michael Goodman, founder, and leader of RIA Wealthstream Advisors, an RIA Edge 100 firm, to explore how he thinks about sustainable growth and client service in wealth management. They delve into Goodman’s …

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    32 m
  • RIA Edge Podcast: Alternatives at the Core with Dick Pfister

    RIA Edge Podcast: Alternatives at the Core with Dick Pfister
    Oct 22 2024
    In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Advisory, to explore his firm’s investment approach that places alternatives at the core of the service offering. Dick discusses his early days bringing alternatives to advisors with his …

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    39 m