Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.
Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.
Black History Month is a great time to commit to becoming more actively engaged with new and existing Black clients by understanding their specific needs and providing personalized guidance.
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