News, Comment & Analysis results for Mercer Advisors
Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors, NorthAvenue Financial Advocates
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
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.
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
LPL Acquires $31 Billion Mariner Advisor Network
The move is one of the most substantial M&A agreements announced so far this year.
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
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.
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
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.