Jay Hummel, Partner/Co-Founder, Wealth Advisor Growth Network (WAGN), met with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of WAGN and its growth-focused mission. WAGN, founded by Jay Hummel and John Phoenix, is singularly focused on helping advisors grow in today’s complex and competitive environment. WAGN has partnered with Merchant Investment Management to offer RIAs access to capital, … [Read More]
Merchant Investment Management’s inroads ( and influence ) in the RIA market continues to grow.
NEW YORK–(BUSINESS WIRE)–John Phoenix and Jay Hummel, former senior executives at Envestnet, have partnered with Merchant Investment Management to launch Wealth Advisor Growth Network (WAGN). The company is focused on establishing new, optimizing existing, and growing independent wealth firms as well as key service provider companies.