Merchant Expands Its Investment in AdvisorAssist

Since first partnering with Merchant in January 2018, AdvisorAssist has strengthened its internal resources and technology infrastructure to help advisors achieve maximum efficiency within an operational and risk management framework. Today, AdvisorAssist’s team of experienced consultants support over 700 registered investment advisory firms, with assets under management of more than $225 billion under its purview.

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$3bn Brainvest hires ex-Julius Baer exec to lead LatAm expansion