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+
FL Putnam's Tom Manning: An Inside Look at One of the Nation's Fastest-Growing RIAs
FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm has evolved into a true wealth platform with a diverse mix of services – one that has the firm positioned for continued strategic growth in 2025 and beyond. Tom Manning sits down with Emigrant's Mark Bruno in this first episode of season 2 of RIA+ to offer an inside look at the drivers of FL Putnam's success.