The Bridge^®: RIA Industry Knowledge

Sell Your RIA or Pass the Torch?

For many RIAs, building a successful firm is their life's work. But when it comes to transitioning ownership, the path forward is not always clear. Two options often rise to the top: external sale, often through a private equity (PE) buyout, or internal succession.

Fraud Gets Smarter: Level Up Your Defenses

Fraud attempts on businesses of all sizes are on the rise. According to the latest Association of Certified Fraud Examiners (ACFE^®) Occupational Fraud Report, organizations lose 5% of revenue to fraud each year with an average loss per case of $1.7MM. However, you can take action now to remain vigilant and protect your company.

Dominate Your Niche: How RIAs Can Win

The RIA landscape is becoming increasingly competitive, and it is getting harder for smaller to midsized firms to stand out from the crowd. To thrive in this environment, RIAs must differentiate themselves by offering specialized expertise. One powerful strategy is to position your firm as the go-to expert in retirement tax and estate planning.