Tag: Merit

Wealth Planning

Merit Financial Advisors Sells Minority Stake to Constellation Wealth Capital

07/07/2025
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Merit Financial Advisors, a registered investment advisor with $19.94 billion in total client assets, has agreed…

Asset Allocation

Citizens, RBC Lure $1B+ Teams; Merit and DayMark Expand Through Deals

27/06/2025
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Advisor moves continued at a strong clip to round out June, as teams that had been managing books…

Asset Allocation

Merit Financial, CapWealth, Ameriprise, LPL and Raymond James

18/06/2025
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Merit Expands in Pacific Northwest With RIA Olympic Wealth Merit Financial Advisors, an Atlanta-based registered investment…

Asset Allocation

Diversify Adds $450M RIA to Affiliate Model; Merit Acquires First Utah RIA

06/06/2025
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$450M RIA Addition Pushes Diversify Over $10B in Assets Diversify Advisor Network, a Sandy, Utah-based registered…

Crypto & Web3

Tron’s Justin Sun Defends TRUMP After Presidential Dinner, Says ‘Memecoins Have Merit’

23/05/2025
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The last time Justin Sun set foot in the U.S. he was Grenada’s WTO ambassador and…