Merchant Investment Management, a New York-based investment firm specializing in the financial services industry, has made a minority investment in Truvestments Capital, a Sarasota, Florida-based registered investment advisory firm managing $300 million.
The investment, terms of which were not disclosed, will help Truvestments share its Demogronomics model for investment management and client engagement on a larger scale.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
