Constellation Wealth Capital has taken a minority stake in Merit Financial Advisors, an Atlanta-based wealth management firm with $19.9 billion in assets under advisement, according to a news release.

Merit Financial Advisors, a fast growing wealth management company, has sold a minority stake to Constellation Wealth Capital ...

The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group ...

Generally speaking, holders of concentrated equity positions may enlist a series of diversification strategies that can ...

An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial ...

Momentum-driven BUY rating despite slight overvaluation. Watch for Q2 earnings, M&A outlook, and asset management performance ...

The Alabama State Fire Marshal’s Office is asking the public to help provide video of a fireworks explosion that injured 6 ...

Northern Trust Wealth Management named Abel Montañez to serve as its new West Region president. Montañez brings 25 years of ...

High-net-worth individuals rethink financial priorities and definition of success, according to new Forbes Research data.

The latest departures in Ohio mark another setback for the hybrid RIA, which is looking to "expanding its presence across all ...

Norges Bank Investment Management and Glass Lewis recommend Zee Entertainment shareholders vote in favor of promoter stake ...

While Indonesia currently lacks formal wealth or inheritance tax legislation, Karyadi warned that tax risk can still emerge ...