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RIA Edge

RIA Edge

By: David Armstrong
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 RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.Copyright © 2024 RIA Edge All Rights Reserved. Economics
Episodes
  • 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 mins
  • 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 mins
  • 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 mins
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