RIA Edge Podcast

Douglas Regan, founder and co-chairman of Cresset, discusses growth within the RIA channel.

The head of Thrivent Advisor Network discusses the key findings of the RIA Edge study.

Pathstone President Matthew Fleissig discusses what it took to build the RIA into one of the largest in the business, and its plans for the future.

Beacon Pointe Advisors President Matthew Cooper shares the best practices for buying and selling a business.

Martine Lellis shares her extensive views on the intense war for talent in the RIA space, and dives into the evolving NextGen and G2 talent shift.

Plancorp CEO Chris Kerckhoff discusses the drivers of the company's growth into a $5.1 billion RIA.

Neela Hummel shares how Abacus has embraced diversity, creating a culture of inclusivity that has helped power the RIA's growth and expansion. 

Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.

Wealthstream's Michael Goodman discusses the keys to building a successful and consistently growing RIA.

Merit Financial Advisors President Kay Lynn Mayhue provides a look under the hood at the firm's recent acquisitions and rapid growth.