News, Comment & Analysis results for Mercer

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.

Technology
September 15, 2025

Eton Solutions Exalts Its AI Progress

The international group, created by Eton Advisors, a multi-family office, isn't shy about showing

Strategy
September 9, 2025

Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?

Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW

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

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