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:
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.
