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...
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...
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...