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 ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...