Merit

Merit Acquires $1.2B Commonwealth Practice

Real Estate Buying & Selling /
Merit Financial Acquires $715M Wisconsin Firm

Merit Financial Advisors, an Alpharetta, Ga.-based registered investment advisor with $20.78 billion in client assets, has acquired Blueprint Wealth Advisors, a Midwest-based firm with $1.2 billion in assets. The team joins from Commonwealth Financial Network. Blueprint, with offices in Chicago and Rockford, Ill., as well as Fitchburg, Wisc., specializes in serving high-net-worth and ultra-high-net-worth clients. The firm […]

Merit Acquires $1.2B Commonwealth Practice Read More »

$20B Merit Hires Advisor Liaison, 401(k) Plan Expert

Real Estate Buying & Selling /
$20B Merit Hires Advisor Liaison, 401(k) Plan Expert

Merit Financial Advisors, an Atlanta-based hybrid advisory firm with $20 billion in client assets, has hired new senior leaders from independent broker/dealers Commonwealth Financial Network, now owned by LPL Financial, and Osaic.  Alex Hansen, who had been with Commonwealth for four years, joins the RIA as chief advisor success officer. Brian Brashaw, an Osaic alumnus

$20B Merit Hires Advisor Liaison, 401(k) Plan Expert Read More »

Merit Financial Acquires $715M Wisconsin Firm

Real Estate Buying & Selling /
Merit Financial Acquires $715M Wisconsin Firm

Merit Financial’s latest addition is a Wisconsin-based firm managing $715 million in assets.  The deal to buy Mennenga Tax & Financial comes on the heels of Constellation Wealth Capital’s minority stake in the Georgia-based firm announced this summer.  It is Merit’s 51st acquisition, with Merit Managing Principal Zach Mersberger saying the agreement reflects the firm’s “continued

Merit Financial Acquires $715M Wisconsin Firm Read More »

‘What About Legacy Admissions?’ Critics Ask as Trump Presses Colleges for Merit

Home Insurance /
‘What About Legacy Admissions?’ Critics Ask as Trump Presses Colleges for Merit

As President Donald Trump attempts to reshape college admissions, he’s promising a new era of fairness, with an emphasis on merit and test scores and a blind eye toward diversity. Yet the Republican president’s critics — and some allies — are questioning his silence on admissions policies that give applicants a boost because of their

‘What About Legacy Admissions?’ Critics Ask as Trump Presses Colleges for Merit Read More »