RIA+

Mergers and acquisitions have dramatically reshaped the RIA landscape over the last several years, with hundreds of deals taking place annually. Now, however, the best leaders in the RIA industry are focused less on just "the art of the deal" - and are placing an even greater emphasis on "the art of the manage", according to industry icon Mark Tibergien. In this episode of RIA+...

The leaders of Morton Wealth Management have a different way of thinking about growth and success in the RIA industry. Building and maintaining a firm that empowers its employees and values growth starts at the top - and it requires a unique balance of learning and leading. In this episode of RIA+, Jeff Sarti, the CEO of Morton Wealth, and Stacey McKinnon, the COO and CMO of Morton Wealth, share t...

This episode of RIA+ features Jonathan Maxwell, the founder & CEO of Sustainable Development Capital, a U.K.-based investment manager and one of Emigrant’s 20 partner firms. The episode focuses on Jonathan’s entrepreneurial journey and what led him to launch SDCL, why he authored his new book – “The Edge” and why SDCL’s unique perspective and focus on sustainable energy is gaining traction wit...

Just several months after a re-launch and re-brand of his San Diego-based wealth management business, Jeff Brown has his sights set on one very specific goal: Building a one-of-a kind national firm that provides financial planning, investment management and life coaching services for high-net-worth and ultra-high-net-worth individuals and families.  Jeff sat down with Emigrant Partner's Mark...

The first-ever episode of RIA+ features Reza Zamani, founder and CEO of SteelPeak Wealth Management, one of the fastest-growing and most strategic RIAs in the industry, and one of Emigrant's 20 Partner Firms. Reza and his team started SteelPeak 11 years ago after leaving the wirehouse world and now operate an enterprise that has roughly $2.7B in assets - with some aggressive growth goals that...