'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
The global wealth and alternatives manager is getting strategic investments from Allianz X and Constellation Wealth Capital.
The former wealth head of the failed regional bank is building a new platform to attract high-net-worth wirehouse teams.
Crypto asset management giant seeks to invest in data privacy providers, as well as blockchain and AI-based cybersecurity.
First-of-its-kind course aims to help advisors articulate the value of retirement income solutions to complement 401(k) plans.
Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.
The firm's pooled employer plan gives small business owners the chance to offer workers 401(k)s at lower costs.
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
The advisor, based in North Carolina, oversaw roughly $130 million in assets at Osaic.
An analysis shows retail investors drove global growth over the past 10 years, while the bias for negative screening and active strategies continued.
