For Advisors

Written by: Kay Lynn Mayhue | President Entrepreneurs pour their entire lives into building a successful business, devoting time, energy, and resources to establish a business in which they take great pride.  Oftentimes, as entrepreneurs focus on the day-to-day, they overlook planning for the future — a future where they want to retire and move…

Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, today announced it has acquired WealthPlan, LLC. The firm, which is based in De Pere, Wisconsin, will expand Merit’s existing presence in the region and increase acquired…

Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired INVEX Financial, LLC (“INVEX”), expanding the firm’s presence in the Pacific Northwest and adding team members to Merit’s Issaquah, Washington office. The merger increases Merit’s total assets by approximately $127 million. Founded by Susan H.…

Written by: Suzanne Siracuse, CEO and Founder of Suzanne Siracuse Consulting I recently moderated a Financial Advisor Magazine webinar featuring Merit Financial Advisors CEO Rick Kent and HGGC Chairman and Co-Founder Steve Young, who also happens to be an NFL Hall of Famer and Super Bowl Champion. In January 2021, Merit and HGGC entered a…

Written by Rick Kent, CEO & Founder | Article originally appeared in Investment News. If you’re thinking of selling, you should be considering factors like the rate at which your firm is growing, your relationship with your employees, the age of your clients and the state of your tech stack. Mergers and acquisitions are at…

Written by Kay Lynn Mayhue, President | Article originally appeared in FA-Mag.  Something’s amiss in the financial advice business, and the data confirms it: Women account for only about 15% of the financial advisor population, according to McKinsey & Co. They account for only 23% of CFPs. Since research has shown that diversity on our teams, just…

Written By: Rick Kent, CEO/Founder This article was published by Fa-Mag.com. To learn more, click here Technology use among financial advisors has exploded in recent years, as the industry seeks new opportunities to improve workflow, propel growth and deliver stronger financial plans for clients. At the same time, clients’ lives are increasingly intertwined with technology, and they…

Written By: JP Pattinson, Vice President of Technology, Wealth Manager, Partner This article was published by InvestmentNews, to learn more, click here. Cybercriminals are becoming bolder and more sophisticated in their efforts to hack into networks in search of personal information and ultimately, large sums of money. At the same time, technology has developed in a…

With Kay Lynn Mayhue There has been much activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller, you need to be prepared and understand the pros and cons of both options. Watch the video with our President, Kay Lynn Mayhue, below to…

With President, Kay Lynn Mayhue This article was published by WealthManagement.com, to learn more, click here. Wealth management industry M&A activity continues to capture headlines, as advisors face an uncertain future and shifting client needs to create a new financial planning landscape. Many of the changes are welcome, enabling greater use of technology, larger planning…