KNOWLEDGE

And insightful perspectives.

Knowledge
 

SUBJECT MATTER EXPERTISE

We have years of experience and an extensive track record in RIA growth strategy and asset management operations. From time to time, we share this experience in the form of insights.

RIA-Growth-Insights
 

INSIGHTS

1 min read

How to Find the Right Strategic Growth Partner

Picture of The Edge Team The Edge Team: May 2, 2024 3:30 PM

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 sustainable growth. Due diligence in this process extends beyond the...

RIA Growth
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2 min read

The Hidden Value of 'Strategic Partnerships' in Growth Capital

Picture of The Edge Team The Edge Team: April 25, 2024 3:30 PM

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

RIA Growth
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1 min read

How RIAs Deploy Strategic Growth Capital

Picture of The Edge Team The Edge Team: March 27, 2024 5:00 PM

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

RIA Growth
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1 min read

How Middle Market RIAs Benefit from Growth Capital

Picture of The Edge Team The Edge Team: March 20, 2024 5:00 PM

The rapidly growing consolidation trend compounded by shifting client needs has transformed mid-sized RIAs from mere observers to active seekers of...

RIA Growth
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5 min read

The Great Wealth Transfer: Are Financial Advisors Prepared?

Picture of Silvia Roa-Madan Silvia Roa-Madan: January 24, 2024 8:00 AM

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...

RIA Marketing
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9 min read

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

Picture of Matt Heitman Matt Heitman: January 16, 2024 6:30 PM

Everyone knows that consolidation is a major trend sweeping the wealth management industry. There is no shortage of resources offering guidance on...

RIA Growth
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2 min read

7 Reasons Wealth Management Firms Outsource Their CMO

Picture of Silvia Roa-Madan Silvia Roa-Madan: December 18, 2023 5:00 PM

By leveraging the knowledge, network, and connections of an outsourced specialized CMO, advisors can achieve better results while maintaining focus...

RIA Marketing
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NEWS
1 min read

Edge Partners™ Launches In-House Marketing Division for Wealth Management Firms: "Edge Creative Growth"

Aug 11, 2022 by PRNewswire

WESTPORT, CT / PRNewswire — Edge Partners™ announced today the formation of a new marketing division called Edge Creative Growth. This new venture...
2 min read

Coppertree Financial Planning — A $230mm AUM New England-Based RIA — Joins Concord Wealth Partners

Jan 19, 2022 by PRNewswire

BOSTON, MA / PRNewswire — Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership...
1 min read

Concord Wealth Partners forms Strategic Partnership with Trainer Wright & Paterno CPAs

Feb 1, 2021 by PRNewswire

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable resource, Concord Wealth Partners, an Independent Registered...
1 min read

Concord Wealth Partners Launches Concord Asset Management

Jan 27, 2021 by PRNewswire

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
1 min read

Holistic Wealth Advisor with $155m AUM from Merrill Lynch Joins Concord Wealth Partners RIA

Dec 3, 2020 by PRNewswire

CHARLOTTESVILLE, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
1 min read

Concord Asset Management Names Mitch York Chief Investment Officer

Nov 16, 2020 by PRNewswire

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Asset Management (“CAM”), an independent...
 

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