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Private Wealth Daily
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Merit

In network coverage since September 4, 2026 · 7 stories
Network coverage
M&A

Merit Financial buys $1.1B New York practice, its 10th Commonwealth team

The Atlanta RIA adds nearly 1,900 households; seller Brett Moldenhauer cited the Commonwealth advisors already at Merit.
Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
Recruiting & transitions · Sep 22Merrill sells the map while advisors get paid in equity
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 16Southern RIAs are selling direct access, and rollups can't buy it
Features · Sep 4Schwab turns Vanguard's Altruist deal into a recruiting weapon
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