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...
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...
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...
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...
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...
The motivation for financial advisors to sell their RIAs can vary with their goals, ages, and retirement plans. Younger advisors may want to sell their...
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