News, Comment & Analysis results for Mercer

M and A
December 11, 2025

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.

People Moves
December 8, 2025

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

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.

People Moves
November 21, 2025

Who's Moving Where In Wealth Management? – Osaic, Mesirow, Raymond James, Others

The latest moves, personnel changes and appointments in North American wealth management.

Strategy
November 3, 2025

Will Integration Make Wealthspire An Industry Leader? 

Our US correspondent examines developments at Wealthspire – now under new ownership – and how

Strategy
October 17, 2025

Why Hightower Had To Change Course

After a busy period of acquisitions, Hightower – like some of its peers – is pushing to

People Moves
October 15, 2025

Who’s Moving Where In Wealth Management? – Mercer Global Advisors

The latest moves, appointments and personnel changes in North American wealth management.

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

People Moves
September 17, 2025

Pitcairn Names Investment Strategy MD

These are busy times at the family office firm, having bought Brightside Partners this year and

People Moves
September 16, 2025

Summary Of Moves In North American Wealth Management – July 2025

A summary of moves and appointments 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