RIA Edge Podcast

Wealth Enhancement Group's Jim Cahn discusses how growth will take shape in 2023 for his firm and the RIA industry.

Jackson Wood of Freedom Day Solutions discusses how he and his firm have used podcasts, YouTube and Instagram to connect with next-gen investors.

The Ensemble Practice's Brandon Odell discusses the evolution of staffing and compensation in the RIA industry—and how the most successful firms are winning the war for talent. 

The principal of Advisor Growth Strategies details the keys to attracting, developing and retaining top talent in the RIA industry. 

Schwab Advisor Services' Jalina Kerr discusses how RIAs must be intentional about how they drive meaningful organic growth. 

Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers.

Thrivent Advisor Network's Carolyn Armitage details the best and worst practices for putting a formal succession plan in place. 

Schwab Advisor Services' Lisa Salvi offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms. 

The founder of MarketCounsel discusses competition in the RIA industry and the future of the independent channel.