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RIA Edge Podcast: Arnerich Massena’s Reegan Rae on the Secrets of Successful Organic GrowthRIA Edge Podcast: Arnerich Massena’s Reegan Rae on the Secrets of Successful Organic Growth

Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.

Mark Bruno, Managing Director, Wealth Management

January 28, 2022

 

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In recent years, M&A has dominated the RIA industry. But Arnerich Massena is different—as one of the fastest-growing RIAs in the business, starting in 1991 it began achieving growth with a model that served several unique clients and business types. This required having multiple platforms of service for its clients but also beginning a journey to identify the best opportunities for creating long-term, sustainable growth.  

Organic growth has almost exclusively driven Arnerich Massena’s growth. In this episode, Mark Bruno, managing director at Informa Wealth Management, speaks with Reegan Rae, CPWA, co-CEO, managing principal, senior investment advisor, Arnerich Massena. Reegan shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.

Mark and Reegan discuss:

  • How does Arnerich Massena define and focus on growth? How does it balance growth from existing relationships or new client acquisition?

  • What is the key to growth within a business and who is responsible for growth at Arnerich Massena?

  • How has Arnerich Massena reinvested in the business to drive and accelerate growth? Where has the best ROI been seen?

Listen to the RIA Edge Podcast

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.

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