9 min read
Matt Heitman: April 8, 2026 4:36 PM
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, due diligence strategy, deal structure, and post-merger integration....
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5 min read
Silvia Roa-Madan: December 19, 2024 10:54 AM
Financial advisors are often overwhelmed with marketing advice: post more social media, send more emails, start a podcast, and so on. While useful,...
1 min read
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,...
2 min read
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...
1 min read
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...
1 min read
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...
5 min read
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...