M&A: The Hottest Topic in the RIA Space
The Modcast | Episode 004
In episode four of The Modcast, hosted by Gary Roth and Jason Gordo, they 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.