Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
Merchant provided capital to become a minority investor in Southwestern Investment Group, as well as the debt facility for the principals and their advisors to buy their shares from the hybrid RIA's parent company.
Commonwealth is now structuring its forgivable notes for new advisors as basis points on the advisors' assets, rather than their production—another sign it continues to see itself as a national RIA.
