Browsing Tag
high-net-worth
2 posts
Merit Financial Advisors adds $1.2bn in assets with Blueprint buy, expands into Chicago and Madison
Merit Financial Advisors adds $1.2B with Blueprint buy and names two execs to lead advisor and retirement plan growth. Read what this means for its strategy.
CW Advisors joins Osaic in landmark wealth management deal focused on ultra-rich clients
Osaic expands its fee-only RIA model with a $13.5B acquisition of CW Advisors—see how this deal reshapes U.S. wealth management strategy.