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Opto and Merchant leaders say new alts partnership is a win for access, fairness and understanding

Leaders from both firms say the deal between wealthtech startup Opto Investments and financial services operating firm Merchant Investment Management isn't just about providing financial advisors greater access to the traditionally difficult-to-penetrate private market.

Ann Marie GordenMarch 1, 2023
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Matt Brinker joins Absolute Engagement’s advisory board

Ann Marie GordenMarch 7, 2023
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Arkansas RIA recruits $650 million trio, becoming one of state’s largest advisory firms

Ann Marie GordenMarch 1, 2023
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