Displaying 11 results
Merit snaps up $540M Washington team
The Atlanta-based RIA is deepening its Pacific Northwest footprint with a financial planning team from LPL.
Merit unveils independent advisor affiliate model
'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.
Return to office threatens to undermine advances for women
Cracking down on remote work could send stress fractures through women's advancement, pay equity and corporate returns.
Merit Financial adds LPL veteran Andy Kalbaugh to its board
Kalbaugh will work with the fast-growing wealth management firm's executive leadership on strategic planning.
Women breadwinners less engaged with household finances
Even when they're bringing home the bacon, women tend not to be as involved in household finances as their male partners.
Merit notches 19th deal since taking PE capital
The acquisition of Planned Futures, which manages $460 million, expands Merit's footprint in Pennsylvania.
Industry leaders discuss M&A trends at RIA Summit 2022
2022 is on pace to be another record year for adviser M&A, but the market is becoming more competitive.
Merit Financial Group acquires Triad Financial Strategies
The purchase marks Merit's 11th deal since it partnered with private equity investors in December 2020.
Merit acquires Connecticut firms managing $277 million
Ceponis Financial Group and Brook Wealth Management are both based in Fairfield County.
Merit acquires $830 million Wisconsin team
Mersberger Financial Group will form the base of Merit’s new retirement plan business.
Merit Financial Advisors’ latest deal establishes presence in Oklahoma
The acquisition of $370 million Union Financial Advisors, based in Tulsa, marks Merit's sixth deal since taking private equity capital two years ago.
