2023 RIA M&A Gamechangers + Navigating Growth and Culture in Wealth Management

Catherine Williams

Head of Practice Management, Dimensional

DFA’s Catherine Williams on 2023 RIA M&A Gamechangers

Catherine talks about the changes in the M&A landscape and the noticeable shifts compared to previous years due to market challenges, changing talent dynamics and client demands.

Perigon’s Arthur Ambarik: The Journey to Build a $6BN RIA

Mark and Arthur discuss Perigon’'s unique position and model within the RIA channel, as well as the primary contributors to its impressive growth trajectory, a journey with acquisitions, strategic partnerships, and attracting like-minded professionals.

Arthur Ambarik

Chief Executive Officer,

Perigon Wealth Management

Ken Stern

President, Lido Advisors

Lido’s Ken Stern on Navigating Growth and Culture in Wealth Management

In this episode, Mark and Ken talk about Lido’s growth and strategies in the wealth management industry. Ken shares how Lido emphasizes a client-first approach and values cultural alignment in partnerships and acquisitions including the role of technology, AI, and digital strategies in reaching a wider audience.

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