Merit’s acquisition of Safeguard Wealth Management Group will bring over $597 million in client assets, but more importantly, a financially-focused YouTube channel that regularly clocks tens of thousands of views.
Mark DeLotto shares Simon Quick Advisors' evolution from family office to wealth management firm, discussing ownership culture, estate planning expertise and M&A strategy in wealth management.
The financial services industry has the second-longest workday and highest percentage of employees working weekends, according to a new report by ActivTrak.
Bogart Wealth, Guiding Wealth and three other RIAs are now among the nine firms seeking to make a positive impact on clients, employees, communities and the environment, with FP Transitions joining as a strategic partner.
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