News, Comment & Analysis results for Mercer Advisors

M and A
January 12, 2023

Mercer Buys Another Women-Owned RIA As Acquisition Drive Continues

Mercer is the leading acquirer of RIA businesses at the moment, and it has also made a point of

M and A
January 12, 2023

High Volume, Newbies And Private Equity Hold RIA Deal Spotlight

A report explores trends in mergers and acquisitions in the RIA space, noting the roles of private

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

Strategy
December 19, 2022

Five Big M&A Questions for 2023

Here is the second in a series of analyses of the North American wealth management scene by US

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

M and A
December 8, 2022

Mercer Makes Another Acquisition

The business, which is based in Denver, has bought an Atlanta, Georgia firm and extended its reach

M and A
December 7, 2022

Mercer Advisors Targets Michigan

Mercer Global Advisors, a national Registered Investment Adviser, expands its presence in Michigan,

M and A
December 5, 2022

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

The latest deals and transactions in and around North American wealth management.

M and A
November 2, 2022

Mercer Advisors Increases Texas Presence

The latest mergers and acquisitions at US-based Mercer Global Advisors, a national Registered

M and A
October 6, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Hightower

The latest deals and transactions in and around North American wealth management.

Comment & Analysis results for Mercer Advisors