Merit Buys $1.1B Commonwealth Practice in Western NY
Merit Financial Advisors, an Atlanta-based RIA overseeing almost $33 billion, has acquired a family-run practice in a Buffalo,…
Merit Adds $900M Commonwealth Team in California
Atlanta-based Merit Financial Advisors has recruited another team from Commonwealth Financial Network, according to an announcement from the…
Are wealth managers muscling in on personal lines?
The RIA channel is targeting the other end — and it is the more valuable one. Cerulli Associates…