RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue

Published on September 30, 2025

Merit Financial President Kay Lynn Mayhue details how the firm balances aggressive M&A with organic growth.

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Job Openings Increase Slightly in August, Higher Than Expected

September 30, 2025
Job openings increased slightly in August, hitting 7.227 million vacancies according to the latest Job Openings and Labor Turnover Survey (JOLTS). This marks the first increase in three months and was higher than the expected 7.190 million openings.

Wall Street’s Retirement Playbook May Be Broken — Consider a Different Model

September 30, 2025
Wall Street’s retirement strategies prioritize growing assets under management because that’s how the industry makes money — not by ensuring retirees have long-term financial security. This article will explore the challenges of retirement planning, why conventional wisdom falls short, and how a more sustainable, client-first approach leads to better outcomes.