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For Advisors

3 Ways to Grow Strong Relationships with Both Spouses When Working with a Couple

June 9, 2021
married couple meeting

Written By: Kelly Straub, Regional Director As financial advisors, we are entrusted with the financial futures of individuals and married couples. When working with couples, additional variables affect the decisions…

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How Smaller RIAs Can Navigate an Increasingly Competitive Landscape by Aligning with a National Firm

May 21, 2021
business meeting

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…

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The Future of Financial Services: How Consolidation is Driving Change Across the Industry

April 8, 2021
5 money move fro retirees

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…

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How to Continue Growing Your Practice in the Digital Age

April 5, 2021
Merge

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.…

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At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, preserve and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

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