News, Comment & Analysis results for Mercer
Deals Of The Day: The Latest In Wealth Management M&A – Savant WM, APC Financial Planning, Mercer Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?
With private equity ownership now being a major factor in North American wealth management, the
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November.
Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of Senior North American Wealth Management Moves – October 2025
A round-up of moves, appointments and personnel changes in North American wealth sector during
Mercer Advisors Acquires Maryland-Based Wealth Manager
The transaction adds to a series of acquisitions by Mercer in recent months.
Who's Moving Where In Wealth Management? – Osaic, Mesirow, Raymond James, Others
The latest moves, personnel changes and appointments in North American wealth management.
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Why Hightower Had To Change Course
After a busy period of acquisitions, Hightower – like some of its peers – is pushing to