Merchant Expands into Canada with SPM Financial Partnership
November 21, 20244 min
Industry Veteran Todd Fithian joins Merchant to propel strategic opportunities to growth-oriented wealth management firms throughout Canada
RegVerse Expands Avery Platform with Fusion1 Product Suite
August 27, 20244 min
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs
Discover how this innovative technology can enhance investment strategies, automate financial processes, personalize client experiences, and improve risk management.