The transaction marks Merit's first acquisition of 2026 after a busy M&A year in 2025.

A business brokerage has struck a deal with an acquisition marketplace that will give thousands of listings new exposure to potential buyers.

Data-driven insights to support veterinary practices, advisors, and multi-site organizations planning for the year ...

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Merit Financial founder and Chief Executive Rick Kent lifts the lid on his firm's milestone year, including organic growth in ...

Data-driven analysis is helping consultants and brokers strengthen client trust and guide high-stakes decisions.

Emily Green, head of wealth management at Ellevest, discusses the company’s intensive approach to training advisors on ...

Top Forbes | SHOOK financial advisors and major U.S. investment firms have pledged more than $525,000 toward research that relies upon AI-driven innovations to detect and treat breast cancer long ...

SSC Wealth manages around $259.6m in assets and primarily works with high-net-worth individuals and business owners.

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For more than 16 years, Locate Strategy has worked alongside multi-site organizations and their trusted advisors to support a wide range of business decisions, including practice start-ups, ...