Join Mark and Arthur as they discuss Perigon's extraordinary journey toward a $6 billion RIA through acquisitions, partnerships, and talent attraction.
| Arthur Ambarik Chief Executive Officer, Perigon Wealth Management |
| | 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. |
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| 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. |
| | Ken Stern President, Lido Advisors |
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