Matt Brinker, formerly chief business development officer and head of acquisitions at United Capital Financial Advisers, has joined Merchant Investment Management as a managing partner.
“He will focus on corporate strategy as part of the management team, enhancing the experience for current Merchant partner firms, and identifying future equity partnerships that are a fit for the overall ecosystem,” Merchant said in a release.
Goldman Sachs acquired United Capital last year.
Merchant, based in New York, describes itself is a private partnership that provides capital, management resources, strategic opportunities, and direction to independent wealth and asset management firms.
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.
The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.
Report highlights lack of options for those faced with emergency expenses.
However, Raymond James has had success recruiting Commonwealth advisors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.