Advisor Blog
Share:
31 May 2023
Maximizing Value: Unlock the Potential When Selling Your RIA
Selling your independent RIA to another RIA can be a complex process driven by several factors such as valuation, compliance requirements, client service continuity, and...
Read More
Share:
6 Apr 2023
Navigating Client Concentration Risk when Selling Your RIA
In the competitive world of Registered Investment Advisory (RIA) firms, selling your business can be exciting and daunting. A key factor that can significantly impact...
Read More
Share:
4 Apr 2023
RIAs: What You Need to Know about Wealth Management Consolidation
As the landscape of the financial services industry continues to evolve, registered investment advisor (RIA) firms are experiencing a significant wave of consolidation in today’s...
Read More
Share:
27 Mar 2023
Is It Time To Sell? What Market Volatility Means to Your RIA
Last year was a wild ride for the stock market, but in 2023 another turbulent journey may have begun. Many RIAs are feeling this instability...
Read More
Share:
23 Mar 2023
RIA Firm Valuations: What To Consider When Selling Your Firm
If you have been considering selling your RIA firm, several complexities are involved in determining and obtaining a fair valuation. Knowing what to consider when...
Read More
Share:
28 Feb 2023
Selling Your RIA: Why Technology Matters in Selection
Most financial advisors pour a lot of their heart and soul into building up an independent firm. That’s a large part of why, when selling...
Read More
Share:
24 Feb 2023
Selling Tips: Choosing the Right Culture for Your RIA
Selling to the highest bidder isn’t just about getting the highest price for your business. It’s also about ensuring you’ve found a partner who respects...
Read More
Share:
31 Jan 2023
Questions To Ask Before Selling Your RIA Practice
Are you considering selling your RIA practice? It can be a great way to transition to retirement or pursue other objectives. However, it’s important that...
Read More
Share:
26 Jan 2023
Three Ways to Gauge the Value of Your RIA
The market value for RIAs is higher than it has been in years. Now, whether you are making equity decisions in-house or are preparing to...
Read More
Share:
9 Dec 2022
Brightline Group has Joined Forces with ViaWealth in Minnesota
Brightline Group, a Minnesota-based financial advisory firm founded in 2011, has joined forces with ViaWealth LLC, effective November 4, 2022. Brightline Group will operate as...
Read More
Share:
15 Nov 2022
Merging RIAs? These 10 Factors Can Align Business Interests
You have made the decision to sell your RIA. In today’s market, there are more buyers than there are sellers. That’s because merger-and-acquisition is definitely...
Read More
Share:
31 Oct 2022
Maximizing the Value of Your RIA Practice: How to Find the Best RIA to Sell To
Chances are you did not wake up one morning and decide to sell your RIA to the highest bidder. There is a good chance you...
Read More
RIA Trends
Subscribe to our monthly newsletter where we explore how to maximize the value of your RIA.
