For Advisors

Written By: Kelly Straub, Regional Director As financial advisors, we are entrusted with the financial futures of individuals and married couples. When working with couples, additional variables affect the decisions that will influence the portfolio’s direction, as well as the longevity of your relationship with both partners. Eighty percent of women will change advisors after…

Written By: Rick Kent | Founder & CEO Mergers and acquisitions activity in the registered investment adviser (RIA) space continues to reach record levels. Echelon Partners, which tracks deal-making activity in the financial services space, reported 2020 closed with the highest number of deals ever, and the momentum has continued into the first quarter of…

Video By: Rick Kent | Founder & CEO Over the past few years there has been a growing interest of Financial Advisors wanting to work together and creating efficiencies to join forces. Want to join forces with Merit to be as successful as you can be? Schedule a confidential meeting get the conversation started today!

Written By: Kay Lynn Mayhue | President As the coronavirus pandemic took hold last year, many businesses quickly shifted their operations from a centralized office space to a dispersed workforce. Advisors were forced to quickly adapt their approach, adjusting their workflow to an entirely digital setup. Now, a year after the start of the pandemic,…