Merit Financial founder and Chief Executive Rick Kent lifts the lid on his firm's milestone year, including organic growth in the double digits and back-to-back wins at the InvestmentNews Awards.
Enforcement staff are calling for sanctions over failures to supervise thousands of trades leading to $2.9 million in costs and $1.2 million in realized losses.
White House moves to curb institutional purchases of single-family rentals, with enforcement details still to be set by regulators.
The current chief operating officer will be taking the reins amid record growth in CFP certificants and rising diversity across the profession.
Gold surges past $4,800 on Trump’s Davos remarks; stocks shoot up following details of future deal framework, with the president no longer imposing planned tariffs on Europe.
Trump’s Greenland tariff threats revive ‘sell America’ trade as global investors dump dollars, Treasurys, and equities.
Record revenue, wider net interest margins, and double-digit client asset gains mark another banner year for the brokerage giant.
Clayton Chandler brings deep experience to lead data and AI strategy across Merchant’s growing RIA ecosystem.
Seven-person advisory group brings more than a century of combined experience and a holistic planning focus.
The newest four-advisor practice to join in New York adds bench strength in financial and tax planning for pre-retirees and retired clients.
