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Sunday, October 18, 2026The Morning Brief →Sign in
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Conor Curtis

In network coverage since August 27, 2026 · 3 stories
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exit

Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership

The sale can deliver a financial windfall while altering the route to independence, with founder-side guidance on timing, equity terms and legal counsel.
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