RIA Edge Podcast

Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, one of the fastest-growing and most successful RIA firms.

JC Abusaid provides a roadmap for other RIA firms to learn from and follow as they look to expand their talent base. 

A discussion of the drivers, motivators and market forces that have influenced M&A activity year to date with Turkey Hill Management's Jessica Polito.

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. 

Cambridge's Jeff Vivacqua describes how RIA leaders can create processes and guidelines that will generate repeatable growth through M&A and organic strategies. 

RMB's Don Bechter details the firm's strategic approach to M&A, organic growth and management of all things capital that has fueled the firm’s success over the years.

The head of Brookfield Oaktree Wealth Solutions discusses the RIA landscape and how alternatives have shifted from institutional to individual investors.