The company offering certifications gauging industry conferences’ diversity commitments is ending, with its co-founders acknowledging there’s been “a significant drop in industry demand for diversity initiatives” in recent years.
Trinity Financial Partners President Robyn E. Jameson will become a managing director and partner at the $12 billion Atlanta-based Merit after the deal.
The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 deals since its launch in April 2023.
The SEC said the wirehouse’s broker/dealer’s inadequate policies failed to detect hundreds of unauthorized transfers between May 2015 and July 2022 from its customers’ or clients’ accounts.
The innovators and influencers set to change the industry in 2025.
Jason Barber is founder of Uptick Partners.
