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.
The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.
A last-minute court filing ends a case against the federal tax-collecting agency that had drawn unprecedented conflict-of-interest questions from Democratic critics.
Advisors discuss their use of AI now and how it will change going forward
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
