The deal to acquire Zimmerman Investment Management & Planning is Georgia-based Merit’s third deal in recent weeks.

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...

Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael ...

Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.

Advisors Asset Management’s Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

Rob Pettman, president and CRO at TIFIN, explains impactful use cases for AI in the wealth management industry today.