Episodios

  • RIA Edge Podcast: Cresset’s Eric Becker on the Power of Purpose-Driven Growth

    RIA Edge Podcast: Cresset’s Eric Becker on the Power of Purpose-Driven Growth
    Nov 18 2025
    Cresset’s rise from a family-led vision to one of the nation’s leading multifamily offices shows how purpose and culture can shape enduring organizations. In this episode of the RIA Edge Podcast, host David Armstrong speaks with Eric Becker, co-founder and co-chairman of Cresset, about the firm’s mission to build a 100-year wealth management business focused …

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    40 m
  • RIA Edge Podcast: Client-Centric Growth and Innovation with Jon Beatty

    RIA Edge Podcast: Client-Centric Growth and Innovation with Jon Beatty
    Nov 4 2025
    The future of RIAs is being shaped by technology, talent, and a renewed focus on client-centric leadership. In this episode of the RIA Edge Podcast, host David Armstrong talks with Jon Beatty, head of advisor services at Charles Schwab, on the eve of Schwab Impact, about how the industry is adapting to the accelerating pace …

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    20 m
  • RIA Edge Podcast: The Balefire Wealth Journey with Jason Hester and John Hoffman

    RIA Edge Podcast: The Balefire Wealth Journey with Jason Hester and John Hoffman
    Oct 30 2025
    Balefire Wealth’s transformation from two thriving RIAs into a unified enterprise business with national ambitions showcases the strength of shared vision and cultural alignment. In this episode of the RIA Edge Podcast, host David Armstrong talks with Jason Hester and John Hoffman, co-CEOs of Balefire Wealth, a new RIA born earlier this year from the …

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    40 m
  • RIA Edge Podcast: CEO Matt Regan on Wealthcare’s New Owners, Future M&A and AI’s Organic Growth Potential

    RIA Edge Podcast: CEO Matt Regan on Wealthcare’s New Owners, Future M&A and AI’s Organic Growth Potential
    Oct 16 2025
    Wealthcare Capital Management’s evolution from a software pioneer to a national advisory platform reveals the power of strategic reinvention. In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Regan, president and CEO of Wealthcare Capital Management, about Wealthcare’s journey from its roots in Richmond, Va., to its sale to Sammons …

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    38 m
  • RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue

    RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue
    Sep 30 2025
    In this episode of the RIA Edge podcast, host David Armstrong speaks with Kay Lynn Mayhue, president of Merit Financial, about the firm’s approach to growth as it reaches $24 billion in assets under management and celebrates its 50th acquisition. Mayhue discusses Merit’s recent capital partnership with Constellation Wealth and how the firm balances aggressive …

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    39 m
  • RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

    RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale
    Sep 25 2025
    Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors stay independent while accessing the scale, capital and talent needed to grow. From multi-custodial flexibility to a unique minority partnership model, Lenz shares …

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    37 m
  • RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

    RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial
    Aug 26 2025
    Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation. So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the disruptive promise of AI? In this episode of the RIA Edge Podcast, host David Armstrong sits down with …

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    43 m
  • RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor

    RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor
    Aug 12 2025
    Explosive growth doesn’t happen by accident. It’s fueled by intentional partnerships, strategic resources, and cultural alignment. In this episode of the RIA Edge Podcast, host David Armstrong sits down with Stan Gregor, CEO of Summit Financial, who shares how his firm has grown from $3 billion to nearly $25 billion in assets since 2020. He …

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    35 m