In 2007, CEO Rick Kent founded Merit Financial Advisors as a hybrid registered investment advisor out of Atlanta. He has since grown it into a $10 billion enterprise with more than 40 offices in the U ...

In professor Jessica Berrett’s Nonprofit Financial Management class at the University of Colorado Colorado Springs, graduate students from the College of Public Service compiled a list of best ...

At UC Santa Cruz’s Cowell College, a remarkable course is setting new standards in financial education. COWL 52 – Personal Finance and Investing, a 5-unit asynchronous online class, stands out not ...

Financial Planning is excited to announce our 2025 class of Rising Stars. These 10 standout professionals represent the next generation of leadership in wealth management. Every year, we honor ...