ATLANTA, March 18, 2025 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and...
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Trinity Financial Partners, a Pennsylvania-based female-owned firm with $603 million in managed assets, is merging with the $12 billion Merit...
A new standard requiring public companies to disclose, in interim and annual reporting periods, additional information about certain expenses in...
The Financial Accounting Standards Board (FASB) has issued an Accounting Standards Update (ASU) that mandates new expense disclosures for public...
"In evaluating the industry, we looked at where we could add value the most," said Ajay Thomas, FHN's senior managing...
Avantax Inc., a community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, has welcomed several...
Docyt has added an “AI bookkeeper” called GARY to its digital back-office solutions for small and medium-sized businesses (SMBs). GARY...
