Strategy
April 4, 2022

Argent Financial Partners With Pinnacle Wealth

The partnership connects a business overseeing $35 billion of client money and one with $550

M and A
September 28, 2021

Mercer Inks Another M&A Deal Amidst Busy Industry Trend

Another day, another M&A deal in wealth management. And fresh data shows just how vigorous the

M and A
March 11, 2021

Mercer Acquires Another Californian Wealth House

Mercer has acquired a number of wealth firms across the US in recent weeks and months, part of a

M and A
January 26, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Mercer, Marrs, Carson

The latest wealth management transactions in North America.

M and A
January 22, 2021

Mercer Buys Another RIA, Underscores "Meta-Firm" Trend

On the same day that a report came out pointing to record RIA merger and acquisition activity, one

M and A
January 21, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Mercer

The latest wealth management transactions in North America.

People Moves
December 1, 2015

Monthly Round-Up Of Industry Moves: November 2015

Here is a summary of all the hires and departures covered by Family Wealth Report in November

People Moves
November 9, 2015

Weekly Summary Of Industry Moves

Here is a round-up of all the industry moves covered by Family Wealth Report last

People Moves
November 6, 2015

Five Join Raymond James From Wells Fargo Advisors

Raymond James has made a handful of hires from Wells Fargo Advisors in North Carolina and Ohio.

People Moves
December 4, 2012

North America Executive Moves - November 2012