RIA Edge

RIA Edge


Merit’s Kay Lynn Mayhue: Building a National Wealth Management Firm

December 21, 2021

A small, but growing, number of influential independent advisory firms are on the fast track to becoming truly national wealth managers. M&A has been a tool that has allowed regional firms to expand their footprints, and Merit Financial Advisors is perhaps one of the industry’s best examples of how strategic M&A can be transformational – … Continue reading Merit’s Kay Lynn Mayhue: Building a National Wealth Management Firm →