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...