Advisor Revelations
Advisor Revelations
DPL Financial Partners
The RIA Landscape from a Private Equity Perspective
30 minutes Posted Feb 24, 2026 at 8:00 am.
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Show notes
This week, David Lau talks with Brian Saunders, Managing Director and Head of Private Equity at Atlas Merchant Capital, about how private equity investors are adopting innovation across financial services and why infrastructure, technology, and better client outcomes are driving the next wave of growth. They also discuss the evolving RIA landscape, the shift toward holistic advice, and how technology is reshaping everything from insurance and retirement planning to crypto and digital assets. ...