Constellation Wealth Capital has taken a minority stake in Merit Financial Advisors, an Atlanta-based wealth management firm with $19.9 billion in assets under advisement, according to a news release.

The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group ...

The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group ...

Generally speaking, holders of concentrated equity positions may enlist a series of diversification strategies that can ...

An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial ...