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Joining Merit as the firm's newly created Chief Advisor Success Officer is industry veteran Alex Hansen, formerly SVP, RIA Solutions, at Commonwealth Financial Network. In this advisor focused ...

Advisors who’ve achieved success in their businesses and lives often want more. They have a drive to continuously improve and do something bigger, better, and more meaningful, explains Chris Venn, ...

Tuning into financial podcasts can be a great way to track the latest industry trends and developments, level up your marketing game or simply learn new skills that you can use to grow your business.

Following lacklustre returns in the Canadian stock market in 2017, financial advisors are concerned that higher levels of market volatility, interest rate hikes and possible asset bubbles threaten ...

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right one for your needs. Working with a financial advisor or financial planner can help ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Merit Financial Advisors Strengthens Leadership Team to Accelerate Firm Growth and Advisor Success Provided by PR Newswire Nov 14, 2025, 6:00:00 AM Merit Financial Advisors Strengthens Leadership Team ...