Merrill Corp. of St. Paul, Minn. has acquired Daniels Printing of Boston. The deal makes Daniels, an 118-year-old company which had been family-owned, part of a public company. The new company will be called Merrill/Daniels. Merrill hopes that the acquisition will shore up its New England operations. Daniels, with over $68 million in revenue in 1998, is the fourth largest financial printer in the U.S. and has 375 employees. Terms of the deal were not disclosed.
Medicare now covers weight-loss drugs as part of an 18-month program to expand access. Here's what advisors need to know about the coverage — and what it can save clients in the long run.
August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.
With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
