EPISODE · Jun 3, 2025 · 20 MIN
004: M&A: The Hottest Topic in the RIA Space
from The Modcast · host The Modcast
Gary and Gordo discuss how M&A (mergers and acquisitions) in the RIA world have accelerated over the last 20 years. Episode Highlights: A breakdown of how the RIA space has evolved over the past 25 years. Why the future of the RIA space includes more M&A activity and innovation. Understanding how the shift from commissions to fees has transformed financial planning. Catch up with us and connect with Casey Harrison at https://modcast.show
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004: M&A: The Hottest Topic in the RIA Space
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