News, Comment & Analysis results for Alta

M and A
December 4, 2025

Mercer Advisors Acquires Maryland-Based Wealth Manager

The transaction adds to a series of acquisitions by Mercer in recent months.

Investment Strategies
November 25, 2025

How AI Governance Unlocks Innovation, Protects Brand Reputation

Following last week's investment summit in Manhattan – hosted by this news service and featuring

Investment Strategies
November 19, 2025

Private Markets, AI And Offbeat Opportunities Highlight Family Office Investment Summit

Wealth management professionals gathered in Manhattan this week for Family Wealth Report's annual

M and A
October 7, 2025

Mercer Advisors Adds To Its Ultra-High Net Worth Regis Group

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $83 billion in

M and A
September 3, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors, Eagle, West Oak

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
August 1, 2025

Mercer Advisors Targets Florida

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $77 billion in

Strategy
July 30, 2025

FROM THE EDITOR'S CHAIR: Robust Banks, AI, Private Market Hype, And More

The editor takes a look back to the start of the year and subsequent events to examine what sort of

Offshore
July 10, 2025

US "Gold Card" Program Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" program to attract wealthy

Compliance
June 16, 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And "High-Risk" IFCs

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss

Compliance
June 11, 2025

European Commission Puts Monaco On "High-Risk" List, Removes Gibraltar, UAE, Others

The renowned international financial centre woke up yesterday to unwelcome news that the executive

Comment & Analysis results for Alta