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VisionPoint, Navitas merge to launch $3.7bn RIA Balefire
finance.yahoo.com/news/visionpoint-navitas-merge-launch-3-104350866.html
VisionPoint Advisory Group has merged with Navitas Wealth Advisors to establish Balefire, an advisory business registered with the SEC.
Formed through a “merger of two equals”, the new entity held more than $3.7bn in assets under management (AUM) as of 1 January 2025.
This merger aims to…
This story appeared on finance.yahoo.com, 2025-05-07 10:43:50.