Financial Advisors
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20 Mar 2023
How Much Do RIAs Charge for Wealth Management Services?
Understanding the fees associated with working with a financial advisor is critical for an investor. It’s necessary to decide whether or not to move forward...
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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...
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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...
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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...
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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...
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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...
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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...
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31 Oct 2022
Nine Considerations For Financial Advisors Selling Their RIAs
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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