Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.
Private foundations are using the funds to sidestep federal laws designed to make sure the wealthy donate money to the needy in a timely fashion, not delay the gifts for generations.
The purchase marks Merit's 11th deal since it partnered with private equity investors in December 2020.
The San Ramon, California-based family office has a history dating back to 1979.
The firm is positioning Merrill Advisor Match as a modern solution for investors who are looking for financial advice.
Florham Park, New Jersey-based Bodnar Financial Advisors develops financial strategies for major life events including marriage, kids, death, divorce and retirement.
The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.
Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.
The nine-credit on-demand program includes seven hours of video instruction and focuses on how financial planners can build deeper relationships with clients.
The Swiss bank pulled out of the US financial advisory business in 2015 when it shuttered its private banking unit here.
T. Rowe Price retirement expert Stuart Ritter explains what individuals need to learn about themselves — both financially and nonfinancially — as they plan for retirement.
The securities watchdog said she broke US rules by not disclosing she was paid for the promotion.
CEO Ulrich Koerner had sought to calm employees and the markets over the weekend only to see his carefully worded memo have the opposite effect.
Too many advisers skip over investment property, missing the potential to create a stronger financial plan and ignoring a potential retirement income source.
The Sallus pooled employer 401(k) plan is aimed at small to midsize businesses.
The self-regulator formally removes the $310,000 ceiling on the fines that can be imposed on midsize and big brokerages.
Study finds 95% of retirement plan participants made no changes to investments in year’s first half.
Bradley A. Goodbred, who's based in suburban Chicago, allegedly defrauded a client who's now 97 and suffers from dementia.
Transamerica will serve as the plan's record keeper and Ascensus' FuturePlan will be the third-party administrator.
The firm's former CEO, Laurence Allen, is barred and its current CEO, Michael Schunk, is suspended.
