News, Comment & Analysis results for Mercer Advisors

M and A
November 2, 2023

Mercer Boosts Colorado Presence

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

M and A
October 13, 2023

US Wealth Industry M&A Bounces Back – ECHELON Partners

The field of mergers, acquisitions and other corporate activity in the US wealth sector has had its

M and A
August 2, 2023

Mercer Boosts California Presence

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

Strategy
July 31, 2023

Sizzling Cerity Partners Eyes International Markets

Our US correspondent delves into the details of Cerity Partners' busy M&A activity during 2023, the

M and A
July 7, 2023

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

Technology
June 7, 2023

Mercer Expands Investor Group

Mercer Advisors expands strategic investor group with equity investment from Altas Partners.

M and A
June 6, 2023

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

People Moves
May 16, 2023

CIBC In US Makes Four Senior Hires

The appointments are in San Francisco, Austin and Houston.

M and A
April 24, 2023

RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off

The business of wealth management M&A in North America has changed from the frenetic pace of recent

M and A
April 5, 2023

Mercer Boosts Its Northeast Presence With RIA

Mercer said that the business combination is a perfect cultural fit. The acquisition continues a

Comment & Analysis results for Mercer Advisors