RIA Edge Podcast: Scaling RIAs While Preserving Advisor Control with Jim Dickson

Published on October 27, 2026

Elevation Point’s Jim Dickson details how minority capital can support RIA growth while advisors retain meaningful ownership and decision-making control.

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Your Clients Don’t Want a Market Update. They Want to Know You.

October 27, 2026
Clients want to understand how the advisor thinks, what they value, and what guides them when hard decisions arise. Your clients want to hear a familiar voice, not another generic, institutional message that could have come from any firm in the country.

12 Investment Must Reads for This Week (Oct. 27, 2026)

October 27, 2026
Year-to-date ETF launches have already surpassed the record set for full year 2025, reports ETF Db. JP Morgan Asset Management touts bonds as “generational” investment opportunity, but not everyone is convinced they are low risk. These are among the investment must reads for financial advisors this week.