Merchant Investment Management announced today that industry veteran Amit Grover will join the private partnership as Chief Financial Officer.
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With the average transaction size in wealth management M&A increasing 30% in the past year, Fidelity Clearing & Custody Solutions will work with Merchant Investment Management to help firms drive growth and scale in an increasingly concentrated market
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Apollon Wealth Management, a Registered Investment Advisor (RIA) announced today that it has hired Steven Mills, a former SVP at LPL Financial, as its new Chief Operating Officer.
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Conway Wealth Group, a financial advisory firm headquartered in Parsippany, NJ, today announced the launch of its Life & Wealth Network, an exclusive association of professionals and platforms that provide expert guidance in various areas of life .
Read MoreMarshfield, MA (May 15, 2019) — AdvisorAssist, LLC announced today the promotion of Conor I. Anderson and Brian M. Young to Partner and the addition of four new consultants to its team.
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Compass CFO Solutions, LLC, the wealth management industry’s leading provider of outsourced CFO and accounting solutions, announced today that the firm has hit a key milestone and is serving client firms that have a combined $20 billion in Assets Under Management.
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