Tag Archives: #MarkBruno

2021 Feature

Learning From Leading RIAs With Mark Bruno



In this episode of The Data Possible Podcast, Mark Bruno, Managing Director of Wealth Management at Informa, talks about RIA Edge, a new platform for leaders of RIA firms to learn, connect, and ultimately identify new growth strategies and opportunities that will shape the future of their businesses. Through a mix of data, rankings, multimedia, and face-to-face events, RIA Edge is designed to highlight the strategies and successes of the industry’s leading firms.

In this episode, you will learn:

  • What successful RIAs are doing to drive growth
  • Challenges advisors are seeing and what are they doing to combat them
  • Why it’s important to create and focus more content towards the RIA community
  • Why people should be reinvesting in the business
  • How small- and mid-sized firms can learn from the largest and fastest growing RIAs and accelerate their growth

Resources: Discovery Data | RIA Edge | Advisorpedia


2021 Feature

What to Expect in 2021 Following a Record Year for RIA M&A With Mark Bruno



In this episode of The Data Possible Podcast, Mark Bruno, managing director at ECHELON Partners, discusses ECHELON’s recently released 2020 RIA M&A Deal Report and key trends and predictions we should know about as we head into 2021.  

You will learn:

  • Important factors driving M&A deals today
  • What minority buying is and how it is used to bolster advisor practices
  • Advice for firms new to M&A
  • What to expect in 2021

Resources: ECHELON Partners | Discovery Data