Sharing knowledge for collective growth.

Merchants' professional network and industry friends often collaborate to share the best thinking on various subjects related to financial services, technology, marketing, etc. We are happy to share some of these conversations via podcasts and webinars.

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Not Your Garden Variety Private Equity with Tim Bello

Tim Bello from Merchant Investment Management joins to share his perspective as someone whose firm makes investments and forms partnerships mainly in the wealth management space. And no, this is not private equity.

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Tim Bello joins Derek Bruton for Episode #21 of Can You Hold My Attention?

Hear Tim’s thoughts on industry consolidation, the key ingredients in a good deal, and what Merchant’s partner firms value much more than the capital they received from Merchant.

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The Evolution of an RIA from Practice to Enterprise with Tim Bello

Tim Bello, Managing Partner of Merchant, joins Mindy Diamond on the show to talk about the role his firm plays in the independent landscape

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What’s Merchant Building?

Matt Brinker tells Diana Briton Merchant is not an aggregator, an investment bank, or a private equity firm. So what has Merchant Investment Management been quietly building for the past three years?

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The Deep Dive with Matt Brinker, Managing Partner, Merchant Investment Management

Matt Brinker discusses the future of M&A and the various capital solutions to think through.

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Consolidation, private equity, customized portfolios: Matt Brinker shares what he thinks will happen to their sector in 2022

Matt Brinker to spoke with Chana Zimmerman about M&A, roll-ups, and how 2022 may play out.

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Marc Spilker & John Peluso: Perspectives on the Evolving Advice Business

In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to share their perspectives on key trends unfolding in the wealth management space.

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A Conversation with Ben Harrison and Marc Spilker

Harrison and Spilker plan to discuss the shifting tide of the wealth management industry, the rise of the independents, and how Pershing and Merchant are powering the advisory business.

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Transforming wealth management with the right M&A deal with Rick D’Amico

Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.

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Managing Your Advisory Business in Challenging Times and Preparing for a Shifting Landscape

RIAs are aligning with Merchant for expertise in growth strategies/M&A, technology and infrastructure, risk management and compliance, and investment solutions. Now more than ever, attention must be paid to strategic business planning.

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The Race to Zero Commissions

In the last month, we have seen an old fashion pricing war between brokerage giants across the industry. Things kicked off in late September with Interactive Brokers and the introduction of IBKR Lite, followed by Schwab, TD Ameritrade, ETrade, and most recently Fidelity moving to zero commissions on all U.S. stock and exchange traded fund (“ETF”) trades.

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Investment Advice Reform, Part Three: Investment Due Diligence

The remainder of the Investment Advice Reform white paper series is geared towards breaking down the components of the U.S. Securities and Exchange Commission’s (“SEC”) interpretation of Investment Advisor Fiduciary Duties

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Investment Advice Reform, Part Two: Client Relationship Summary

As discussed in Part One of the Investment Advice Reform, the U.S Securities and Exchange Commission (“SEC”) recently adopted a package of rules and interpretations primarily designed to enhance the quality of principal-agent relationships

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Investment Advice Reform, Part One: Standard of Conduct

On June 5, 2019, the U.S. Securities and Exchange Commission (“SEC”) adopted a package of rules and interpretations primarily designed to enhance the quality of principal-agent relationships (relationship where an agent [representative] is appointed to act on behalf of a principal [client or customer]) and to assist with providing full transparency to investors.

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Worried About Payroll Fraud? Nine Ways Small Businesses Can Mitigate The Risk

Payroll fraud is a common issue with severe consequences. Nine Forbes Finance Council members explain how small businesses can mitigate the risk of payroll fraud.

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12 Often-Overlooked KPIs New Businesses Should Be Tracking

12 members of Forbes Finance Council share often-overlooked KPIs new businesses and entrepreneurs need to track to get a full picture of their company’s health.

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15 Steps Entrepreneurs Need To Take To Start 2019 Off On The Right Financial Foot

In the post-holiday glow, small business owners need to remember to keep their strategies aligned as the new year gets underway.

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Thinking About A Personal Loan For Your Business? 12 Important Questions To Ask Yourself First

You have a great business idea, a detailed business plan and the guts to take the leap -- but where are you going to get the money to make it happen?

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How To Motivate Your Finance Team Out Of Their Post-Holiday Slump

The best ways to motivate your financial team as their post-holiday winter blues set in? To help you find an answer, we asked nine members of Forbes Finance Council

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Piton Investment Management

The webcast is meant to introduce one of Merchant's key, best of breed institutional SME's to our industry partners.

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