News, Comment & Analysis results for Mercer Advisors

People Moves
November 1, 2024

New York-Based Digital Wealth Firm Adds Five Advisors

Describing itself as a digital family office, the firm said it has accelerated AuM growth in recent

Strategy
October 23, 2024

Now A $100 Billion MFO, What’s Next For Pathstone?

Our US correspondent gets into the details of the multi-family office's strategy in the wake of an

M and A
October 3, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Hightower

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

M and A
October 2, 2024

Deals Of The Day: The Latest In Wealth Management M&A – MAI, Beacon Pointe, Savant, Mercer, Others

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

M and A
July 16, 2024

Mid-year RIA M&A Market Report: Winners, Losers And Trends

After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has

Alt Investments
June 4, 2024

Mercer Advisors Takes Private Market Investing Up Another Gear

Overseeing more than $60 billion of client assets, Mercer Advisors is one of the big-hitters in

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

M and A
March 6, 2024

Mercer Advisors Bolsters Northwest Presence

Mercer has been one of the largest acquirers of wealth management firms in the North American

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

Technology
February 7, 2024

Digital Digest: The Latest Tech News – Mercer Advisors, Catchlight

The latest technology news in the wealth management sector from around the world.

Comment & Analysis results for Mercer Advisors

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