How Modern RIAs Can Scale Fast with Vib Arya and Sean Meighan

About this episode

Kyle Van Pelt discusses with Vib Arya and Sean Meighan how modern RIAs can scale quickly through technology and operational strategies.

Episode 146: This week, Kyle Van Pelt talks with Vib Arya and Sean Meighan of Envestnet. As Head of Strategic Relationship Management, Vib is a seasoned wealth and investment management leader with more than 25 years of experience driving innovation and efficiency across RIA, institutional, wirehouse, and fintech channels. As Head of RIA Distribution, Sean has spent his career helping advisory firms navigate growth, technology adoption, and operational strategy within the evolving RIA landscape. Vib and Sean talk with Kyle about how modern RIAs can scale fast. They explore how technology has evolved from a support function into a true growth multiplier, powering efficiency, enabling personalization at scale, and helping firms navigate complexity. They also discuss the ongoing battle against tech sprawl and how Unified Managed Accounts (UMAs) act less like a product and more like an automated trading chassis capable of handling everything from high-net-worth personalization to account efficiency. In this episode: (00:00) - Intro (01:11) - How technology fits into the RIA growth equation (02:34) - Designing the ideal advisor workflow (04:00) - What shaped Sean’s and Vib’s…

People in this episode

Host: Kyle Van Pelt

Guests: Vib Arya, Sean Meighan

Topics covered

• RIA growth
• technology in wealth management
• operational strategy
• Unified Managed Accounts
• tech sprawl
• advisor workflow

Keywords

• RIA
• technology adoption
• growth multiplier
• personalization
• tech sprawl
• automated trading
• wealth management

Mentioned in this episode

Organizations: Envestnet

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