Advisor Resources
Merit Financial Advisors Partners with WealthPlan, LLC to Expand Presence in Wisconsin
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 and those navigating life transitions, today announced…
Read MoreMerit Financial Advisors Partners with INVEX Financial, LLC, Expanding Presence in Pacific Northwest
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired INVEX Financial, LLC (“INVEX”), expanding the firm’s presence in…
Read MoreCelebrating 5 Females at Merit During Women’s History Month, and Every Month
March is Women’s History Month and is a time to honor women’s contributions throughout history. At Merit, women represent more than 52% of the 200 employees, and that number is…
Read MoreSuccess Factors: A Conversation with Merit CEO Rick Kent and HGGC Co-Founder and NFL Hall of Famer, Steve Young
Written by: Suzanne Siracuse, CEO and Founder of Suzanne Siracuse Consulting I recently moderated a Financial Advisor Magazine webinar featuring Merit Financial Advisors CEO Rick Kent and HGGC Chairman and…
Read More5 Essentials to Secure the Best Valuation for Your Firm
Written by Rick Kent, CEO & Founder | Article originally appeared in Investment News. If you’re thinking of selling, you should be considering factors like the rate at which your…
Read MorePractical (And Profitable) Ways To Attract Women Advisors
Written by Kay Lynn Mayhue, President | Article originally appeared in FA-Mag. Something’s amiss in the financial advice business, and the data confirms it: Women account for only about 15% of the…
Read MoreTen Tips to Make Your Business Resolutions a Reality
Written by: Rick Kent, CEO/Founder This article was published by AdvisorPerspectives.com, to learn more, click here. Let’s look back at the lessons of the past year to inspire our resolutions for…
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 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,…
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