009: Impact of Private Equity on the RIA Industry

In episode nine of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the how private equity has changed the RIA industry over the last decade or so. Episode Highlights: Private Equity's Role in RIA Space Impact on Valuation and Transactions Professionalization and Operational Excellence Scalability and Stability Industry Growth and Opportunities Episode 005: https://youtu.be/LIx-CtFSA0g Fidelity Source: https://clearingcustody.fidelity.com/app/literature/view?itemCode=9919281&renditionType=PDF DeVoe & Co Source: https://static1.squarespace.com/static/5410ec1be4b0b9bdbd0cc342/t/67647b5a16b360607c495b19/1734638426541/Press+Release+-+December+Deal+Activity+Alert+FINAL+FINAL+12+19+24.pdf S&P Global Source: https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/2/private-equity-deals-in-asset-management-sector-hit-3year-high-87617815 Echelon Partners Source: https://7475083.fs1.hubspotusercontent-na1.net/hubfs/7475083/ECHELON%202024%20RIA%20M%26A%20Deal%20Report.pdf American Investment Council Source: https://www.investmentcouncil.org/new-ey-report-shows-private-equity-strengthens-u-s-economy-with-more-jobs-higher-pay-and-increased-investment/#:~:text=WASHINGTON%2C%20D.C.%20%E2%80%93%20Private%20equity%20continues,percent%20of%20total%20U.S.%20GDP.