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Independent Intelligence on the Private Wealth Industry
Tuesday, September 1, 2026The Morning Brief →Sign in
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Alex Hansen

In PWD coverage since September 1, 2026 · 1 story
PWD coverage
Moves

Merit's first CTO turns the roll-up trade into an integration trade

After 61 acquisitions and $30.1 billion in assets, the Atlanta RIA's next test is whether 55 offices can produce one client statement.
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