News, Comment & Analysis results for Mercer

Strategy
September 8, 2025

How Focus Financial’s Future Is Tied To PE Owner’s Endgame

Looking back at a takeover of the US wealth management house, our correspondent examines how Focus

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.

People Moves
August 15, 2025

Summary Of North American Wealth Management Senior Moves – June 2025

A roundup of moves, appointments and personnel changes in North America's wealth sector during

M and A
August 11, 2025

Summary Of M&A Deals In North American Wealth Management

A round-up of the main transactions involving North American wealth management during April, May

M and A
August 1, 2025

Mercer Advisors Targets Florida

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

WM Market Reports
July 23, 2025

Organic Growth Top RIA Concern; AI Addressing Capacity Limits – Schwab Study

The annual RIA study from the brokerage and wealth management giant pinpoints major challenges for

People Moves
July 18, 2025

Franklin Templeton Names New OCIO Head

California-headquartered investment manager Franklin Templeton bolsters its Outsourced Chief

M and A
July 2, 2025

Mercer Buys Massachusetts-Based Wealth Manager

Mercer has been one of the more vigorous acquirers of wealth management firms in North America

WM Market Reports
June 20, 2025

US Wealth, Asset Management Dealmaking Space Slows In Q2 – PwC

For more than a decade, busy M&A activity in the wealth and asset management sector has been a

People Moves
June 5, 2025

Who's Moving Where In Wealth Management? – Pinnacle, Withum, Others

Latest moves, appointments, and personnel changes in the North American wealth management sector.

Comment & Analysis results for Mercer

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent