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RIA Edge Research
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The 2023 RIA Edge Study: The Secrets to Unlocking Growth and Ongoing Success

Available On Demand

2022 was one of the most challenging years for RIAs in recent history – but a handful of firms have made strategic shifts and investments that led to outsized growth and performance. What are the secrets behind their success? This webinar will present a first look at the 2023 RIA Edge Study, which will highlight how the industry’s top RIAs are re-thinking growth opportunities and aligning their firms to thrive in 2023 and beyond. 

The webinar will also feature some of the most compelling changes in the year-over-year date observed through this second RIA Edge Study, which has been developed by Wealth Management IQ in partnership with MarshBerry Advisors. 

Specifically, the webinar will cover:

  • Benchmarks for growth rates across the RIA industry
  • Anticipated areas of strategic growth – and the keys to creating sustainable organic growth
  • The RIA M&A picture: How has it changed?
  • Where succession planning stands now
  • Staffing needs 2023 vs 2022

Registrants for the webinar will also receive a free copy of the 2023 RIA Edge Study. 

Informa is not an affiliate of MarshBerry or MarshBerry Capital.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Brought to you by



Produced by




Sponsored by



Mark Bruno - Moderator
Managing Director, Wealth Management
Informa Connect


Kim Kovalski
Managing Director


Rob Madore
Vice President





TAGS: Resources