004: M&A: The Hottest Topic in the RIA Space

03/06/2025 20 min Episodio 4
004: M&A: The Hottest Topic in the RIA Space

Listen "004: M&A: The Hottest Topic in the RIA Space"

Episode Synopsis

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