Wealth.com Expands Its RIA Reach (Again)

News November 19, 2024 at 06:48 PM
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What You Need To Know

  • Merit has over 40 U.S. offices and manages nearly $12 billion in assets.
  • More than 90% of people want estate planning services from their advisor.
  • Wealth.com is hiring human experts while also developing AI tools.
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