I’m thrilled to have my good friend Ross Bauer, who is the founder and executive chairman of Merritt Point Wealth Management.

Verdence Capital Advisors, a Maryland-based RIA managing around $5 billion in client assets, acquired a firm with $564 ...

RBC Wealth Management reeled in two advisors from Bank of America Private Bank who oversaw $2 billion in assets in La Jolla, ...

The Financial Industry Regulatory Authority ordered American Portfolios Financial Services, a former subsidiary of independent broker-dealer Osaic Wealth, to pay over $1.6 million over alleged ...

Gary Carrai, Chief Product Officer at LPL Financial, shares a practical guide on how advisors can use artificial intelligence ...

Higher yields offer greater income opportunities for fixed-income and municipal bond investors who are ready to put new investment dollars to work.

Active managers who briefly looked like they might finally have their moment earlier this year are once again confronting ...

Family offices now see inflation as their No. 1 worry, underscoring how rising costs of goods and services are vexing even ...

Effective January 1, Merit founder and Chief Executive Rink Kent will transition to be executive chairman and President Kay Lynn Mayhue will become CEO.

A powerful rally across Wall Street spilled into crypto on Monday, sending Bitcoin above $87,000 and smaller tokens sharply ...

For ultra-high-net-worth individuals and families, complexity can emerge along different paths, building gradually or ...

Merit Financial Advisors, an RIA overseeing almost $33 billion, landed a Deerfield, Illinois-based team that managed $888 million at Commonwealth Financial Network, according to an announcement on ...