For Advisors
How Smaller RIAs Can Navigate an Increasingly Competitive Landscape by Aligning with a National Firm
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…
Read MoreThe Future of Financial Services: How Consolidation is Driving Change Across the Industry
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!
Read MoreHow to Continue Growing Your Practice in the Digital Age
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,…
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