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News, Comment & Analysis results for Financial Partners Group

M and A
July 2, 2025

Mercer Buys Massachusetts-Based Wealth Manager

Mercer has been one of the more vigorous acquirers of wealth management firms in North America

M and A
June 4, 2025

Mercer Taps Into Oklahoma's Promise

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $71 billion in

M and A
May 20, 2025

Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025

Among the larger deals was the Corient transaction for Geller's family office business, an

M and A
April 2, 2025

Mercer Advisors Adds Nearly $1 Billion With New Acquisitions

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been a large

People Moves
February 7, 2025

Mercer Advisors Names New Client Development Head

Denver-headquartered Mercer Advisors, a $69 billion national Registered Investment Advisor, and a

M and A
February 5, 2025

Mercer Advisors Targets Tennessee

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

People Moves
January 3, 2022

Summary Of Executive Moves In North American Wealth Management - November 2021

A roundup of moves in and around the North American industry through November.

Comment & Analysis results for Financial Partners Group

Award Winners

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Hedge Fund Assets Hit Record High In H1 2025

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UBS Profits Climb In Q2 2025

EXCLUSIVE: SEI Explains Its Wealth Management Play

With Advisors Transitioning Businesses, Beware Asset Losses – Study

Expansion-Minded SEI Says Q2 2025 Income, AuM Rises

Citigroup's Wealth At Work Unit Evolves

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