About Avior Search

This author has not yet filled in any details.
So far Avior Search has created 43 blog entries.

The Different Options for RIA Firm Owners Looking for Liquidity

For RIA firm owners looking to monetize their business, there are a few different options available. In the past, private equity was the primary source of liquidity for these types of transactions. However, with the growth of the independent channel, there are now a number of different options for firm owners to consider.

By |2022-11-28T03:29:12-05:00November 17th, 2022|Leadership|0 Comments

$70 Trillion Wealth Transfer Approaching for Next Generation of Advisors

For the next-generation advisors who are in line to inherit a book of business from a senior advisor, the goal is to build and shape the legacy that will be left to them and to do so in a way that feels authentic, value-driven, and entirely their own.

By |2022-11-28T12:33:58-05:00November 3rd, 2022|Relationship Management|0 Comments
Go to Top