Posts by Merit
InvestmentNews Names Merit Financial Advisors a 2022 Best Place to Work for Financial Advisers
This marks the fifth consecutive year the firm has received this accolade. Atlanta, Georgia, February 7, 2022— For the fifth consecutive year, Merit Financial Advisors (“Merit”), a Georgia-based financial advisory…
Read MoreHow Can I Protect My Assets From a Civil Lawsuit?
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health…
Read MoreMerit Financial Advisors Acquires Texas-Based Advisor
ATLANTA, Ga. — Dec. 16, 2021 — 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…
Read MoreMeeting The Demands Of An Evolving Tech Landscape
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…
Read MoreTips for Developing a Cybersecurity Plan for Your Firm
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…
Read MoreFinish the Year Financially Strong
Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder of TruWealth for Widows |…
Read MoreMaking Sense of Medicare and Planning for a Healthy Retirement
Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the help of a trusted advisor,…
Read MoreDrivers Propelling Advisor M&A Activity in 2021
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,…
Read MoreWhy Insurance Should Be the Basis of a Strong Risk Mitigation Strategy
Written By: Jennifer Cox Mann, Relationship Manager & Insurance Coordinator While risk mitigation may not have seemed as necessary when you were in your 20s, it becomes increasingly important as…
Read MoreThree Factors Driving Wealth Management M&A in 2021
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…
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