RIA Growth Insights
1 min read

How to Find the Right Strategic Growth Partner

May 2, 2024 by The Edge Team

Finding and choosing the right strategic partner is a crucial undertaking for RIAs. The partner should align with the firm's operational culture, valuing client-centricity and...
1 min read

The Hidden Value of 'Strategic Partnerships' in Growth Capital

Apr 25, 2024 by The Edge Team

For RIAs, Strategic Growth Capital (SGC) is not the ultimate solution but a mere tool. It must be aligned with clear and executable strategic initiatives, underpinned by the...
1 min read

How RIAs Deploy Strategic Growth Capital

Mar 27, 2024 by The Edge Team

The integration of Strategic Growth Capital (SGC) for mid-sized RIAs, should aim for what we call “sustainable excellence” which involves a mix of client experience enhancement,...
1 min read

How Middle Market RIAs Benefit from Growth Capital

Mar 20, 2024 by The Edge Team

The rapidly growing consolidation trend compounded by shifting client needs has transformed mid-sized RIAs from mere observers to active seekers of growth capital. As wealth and...
5 min read

The Great Wealth Transfer: Are Financial Advisors Prepared?

Jan 24, 2024 by Silvia Roa-Madan

We've all heard about it. We know it's coming: the Great Wealth Transfer. Baby Boomers control approximately sixty percent of American wealth, and as they pass on, that wealth...
9 min read

Building an Acquisition Pipeline for RIAs: A Guide to M&A Success

Jan 16, 2024 by Matt Heitman

Everyone knows that consolidation is a major trend sweeping the wealth management industry. There is no shortage of resources offering guidance on basic M&A topics like valuation,...
2 min read

7 Reasons Wealth Management Firms Outsource Their CMO

Dec 18, 2023 by Silvia Roa-Madan

By leveraging the knowledge, network, and connections of an outsourced specialized CMO, advisors can achieve better results while maintaining focus on their core competencies. The...
2 min read

Pros & Cons of DIY Marketing for Financial Advisors

Dec 1, 2023 by Silvia Roa-Madan

RIA owners and independent advisors need to be mindful of the valuable time and resources spent on doing their own marketing or using a platform. These “solutions” may seem like a...
2 min read

Marketing Strategies for Wealth Management Firms

Nov 15, 2023 by Silvia Roa-Madan

Would you advise your clients to manage their own portfolios? Of course, some of them could figure out how to do it—but how effective would their strategies be? And how much time...
4 min read

Wealth Management 2030: Successful RIAs of the Future Will Look Very Different

Oct 4, 2023 by Matt Heitman

The wealth management industry has changed significantly in the past ten years, but that was just a small taste of what's to come. Looking forward to 2030 and beyond, disruptive...
2 min read

Marketing to Ultra-High-Net-Worth Individuals (UHNWI)

Sep 15, 2023 by Silvia Roa-Madan

Many wealth management firms target exclusively the ultra-wealthy. These firms often believe that one email or a couple of social media campaigns will engage that elusive...
3 min read

Optimizing Organic Growth: It’s More Than Just Referrals

Aug 22, 2023 by Matt Heitman

Successful organic growth entails more than just one-off referrals, especially when it comes to centers of influence (COI) referrals from accountants, attorneys, and other...
3 min read

Inorganic Growth: Big Gains In Revenue & Clients, Done Your Way

Jul 19, 2023 by Matt Heitman

The odds are that in the next few years, whether you’re a large firm looking to scale or a small practice looking for a strategic partner, a transaction could well be part of your...