A Record Start to 2026 RIA M&A with Dave DeVoe

The Modcast | Episode 026

In this episode, we dive into the latest trends and data on M&A activity within the wealth management industry, featuring insights from Dave DeVoe, a leading authority in valuation and strategic growth. Whether you’re a firm contemplating your next move or an investor interested in valuation trends, this conversation offers a comprehensive look at what’s driving deal activity, valuation shifts, and succession planning challenges in the space.