News, Comment & Analysis results for Mercer Advisors

M and A
May 6, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Moneco Advisors, Mercer. Savant

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

M and A
April 28, 2026

Acquisition-Minded Mercer Global Advisors Names Chief Corporate Development Officer

The appointment of the former McKinsey partner to the firm comes after what has been a busy period

M and A
April 15, 2026

LPL Acquires $31 Billion Mariner Advisor Network

The move is one of the most substantial M&A agreements announced so far this year.

Strategy
February 26, 2026

What To Expect As Cooper Claims Top Beacon Pointe Job

There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and

M and A
January 8, 2026

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.

Surveys
January 8, 2026

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

M and A
December 16, 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.

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.

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