News, Comment & Analysis results for Mercer Global Advisors
Helping Advisors Ride Wave Of Change Amid M&A, Breakaways
We talk to a firm that makes a point about its consulting work for wealth managers as well as a
Acquisition-Hungry Mercer Adds To Texas Footprint
Mercer has been one of the biggest acquirers of wealth management firms in the North American
Mercer Boosts California Presence
Mercer has been one of the largest acquirers of wealth management firms in the North American
Bluespring’s Battle To Become An M&A Player
This publication takes a detailed look at Bluespring Wealth Partners' M&A strategy and its approach
Summary Of M&A Deals In North American Wealth Management – June 2023
The flow of deals continued in June, although not quite at the busy level earlier in the year.
Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Mallard Financial Partners
Mercer has been buying a mass of wealth management firms in the North American market. Here's the
Midsummer Heatwave Of M&A Deals
This is the height of summer, the US has marked Independence Day and people are prepping for
Deals Of The Day: The Latest In Wealth Management M&A – Mercer
Mercer has been buying a mass of wealth management firms in the North American market.
Summary Of North American Wealth Management M&A – April, May 2023
Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the
Mercer Buys Wisconsin Wealth Manager, Continues M&A Drive
Mercer has been one of the most prominent acquirers of wealth management firms in the North