Tag Archives: RIA Growth

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.

Merchant: The Quiet Force Behind the Industry’s Fastest-Growing RIAs

Joel Bird had logged a quarter century at Ameriprise and its IDS predecessor. After a 25-year career as an independent broker at Ameriprise Financial, Bird had every reason to stay put and enjoy running an impressive practice that oversees $4 billion in assets and generated $14 million in annual revenue.