005: The Surge of M&A Activity in Wealth Management

In episode five of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the acceleration of M&A activity in wealth management. Episode Highlights: The RIA space has seen significant growth in M&A activity over the past decade In 2014, there were only 41 known transactions in the RIA space, which has increased to 272 in 2024 The first quarter of 2025 set a record with 75 transactions, indicating a strong market New firms are being established at a higher rate than those exiting the market The average age of financial advisors is in the late 50s, prompting many to consider succession planning Growth is the primary reason for RIAs to seek partnerships or sell their firms Connect: https://modcast.show  Sources:  https://custom.cvent.com/A9B1F74A6E5441D6AC53435C52AEAD1D/files/event/c01553b9053043518561c7fbdd264a71/4e99e576ba8c448a8f691be8fe03988a.pdf https://custom.cvent.com/A9B1F74A6E5441D6AC53435C52AEAD1D/files/event/c01553b9053043518561c7fbdd264a71/0f7cbc33ad3548899770ed1a1e2fda04.pdf