RIA+
RIA+ is a podcast for leaders of large, enterprise Registered Investment Advisory firms. Specifically, RIA+ provides insights into how some of the most successful RIAs are creating, maintaining and accelerating growth - while also ensuring their firms are appropriately developing talent and creating businesses that are culturally set up for long-term success.
RIA+
Latest Episodes
Reinventing the Model: Jim Dickson on the Future of Partnership
What if today’s RIA partnership models aren’t solving the right problems? In this episode of RIA+, Jim Dickson explains to Emigrant's Mark Bruno why he launched Elevation Point in 2024 and the structural gaps he believes exist acr...
The “Dangerous Middle” — And How RIAs Can Scale Through It
Emigrant Partners' Mark Bruno sits down with Andrew Leonard, founder of Geometric, to explore what true specialization looks like in the RIA space. By focusing exclusively on partners at the top management consulting firms, Geometric has built ...
Differentiation by Design: One-on-one with Abacus Wealth Partners' Neela Hummel
While there are thousands of RIAs, only a small portion have truly differentiated their businesses and their "why" in a way that allows them to create a unique brand identity. Abacus Wealth Partners, led by CEO Neela Hummel, has grown to over $...
The Big Picture: How AI Will Re-Shape the Business of Wealth Management
This episode of RIA+ provides a macro view of how artificial intelligence is likely to transform the business of the wealth management business. Neil Abromovage and Abbe Galvez Cordon from TD Securities sat down with Mark Bruno to share their b...
An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; a...
