Merit Acquires RIA with Hit Financial YouTube Channel

Published on April 29, 2025

Merit’s acquisition of Safeguard Wealth Management Group will bring over $597 million in client assets, but more importantly, a financially-focused YouTube channel that regularly clocks tens of thousands of views.

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The Finance Curse

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The sole pursuit of shareholder value — i.e. of maximizing stock price — leads not to a focus on creating the greatest possible value for the firm’s customers, but to a focus on financial metrics and financial engineering.