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004: M&A: The Hottest Topic in the RIA Space
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
View all episodes
By Jason Gordo and Gary Roth
4.8
55 ratings
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