Large $1.2-Billion Team Flees Raymond J. For Greater Opportunity
Over the past decade, large regional firms like Raymond James have built their advisor ranks by promising wirehouse brokers and captive advisors greater freedom and flexibility
Merchant The Quiet Force Behind the Industry’s Fastest Growing RIAs
It’s not one of the flashy roll-ups or consolidators that dominate headlines in industry trades, but Merchant Investment Management has quickly and quietly become one of the most exciting growth stories in wealth management.