The Next Frontier – Marc Spilker & John Peluso: Perspectives on the Evolving Advice Business20201118130433
November 18, 2020
Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc S...
Corient Announces New Strategic Partnership with Merchant20201108125003
November 8, 2020
How Merchant snagged a stake in $3.1bn RIA Corient Corient Capital Partners, a $3.1bn RIA based in Newport Beach, California, did its homework before ...
Sunpointe Investments Announces Partnership with Merchant and Expansion of Private Client Wealth Services20200924124920
Sunpointe Investments Announces Partnership with Merchant and Expansion of Private Client Wealth Services
September 24, 2020
Sunpointe Investments, a leading investment consultant to high net worth families, family offices, and entities, announced that it has established a p...
Pershing Webcast Series: A Conversation with Ben Harrison and Marc Spilker20200709124722
July 9, 2020
The Pershing Webcast Series is an online channel where you and your colleagues can gain insights on latest market trends and practical guidance across...
Midwest Financial Partners’ Leadership Team Forms Octavia Wealth Advisors and Partners with Merchant20200615124551
Midwest Financial Partners’ Leadership Team Forms Octavia Wealth Advisors and Partners with Merchant
June 15, 2020
On June 15th, 2020 the leadership team from Midwest Financial Partners announced the group’s formation of the independent registered investment adviso...
Merchant-backed RIA’s deal spree includes a new Adidas family office20200608105927
June 8, 2020
Merchant Investment Management-backed Apollon Wealth Management has made a trio of deals, including a partnership to relaunch a family office for the ...
Fidelity Announces New Relationship to Provide Wealth Management Firms Access to Capital for Acquisitions and Other Growth-Focused Initiatives20190610105320
Fidelity Announces New Relationship to Provide Wealth Management Firms Access to Capital for Acquisitions and Other Growth-Focused Initiatives
June 10, 2019
With the average transaction size in wealth management M&A increasing 30% in the past year, Fidelity Clearing & Custody Solutions will work wi...