Merit Adds $1.2B, Proprietary HNW Planning Technique via Blueprint Acquisition
By John ManganaroThe deal expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market.
November 21, 2025
Ed Yardeni: Market Correction May Have ArrivedNvidia's strong earnings report "didn't do much to resolve the known unknowns about AI spending," Yardeni said
November 21, 2025
IRS Clarifies No-Tax-On-Tips, Overtime RulesA new notice details how workers should determine the amount of their deductions without receiving employer accounting.
November 21, 2025
Best and Worst Wealth Platforms for Digital Experience: J.D. Power, 2025The more technologically advanced and consistent the wealth management tools, the higher the investors’ overall satisfaction.
November 21, 2025
10 Top-Performing Robo-Advisors: Q3 2025The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."
November 20, 2025
Compliance and AI: Financial Services Firms Dive InThe latest ACA and NSCP AI Benchmarking Survey finds that firms are shifting from AI exploration to AI adoption.
November 20, 2025
How to Avoid a Missed RMD PenaltyLegislation has changed the distribution rules, so clients need to have a tax-smart plan in place.