News, Comment & Analysis results for Mercer Advisors

M and A
December 11, 2025

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

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

People Moves
December 8, 2025

Summary Of Senior North American Wealth Management Moves – October 2025

A round-up of moves, appointments and personnel changes in North American wealth sector during

M and A
December 4, 2025

Mercer Advisors Acquires Maryland-Based Wealth Manager

The transaction adds to a series of acquisitions by Mercer in recent months.

Strategy
November 3, 2025

Will Integration Make Wealthspire An Industry Leader? 

Our US correspondent examines developments at Wealthspire – now under new ownership – and how

Strategy
October 17, 2025

Why Hightower Had To Change Course

After a busy period of acquisitions, Hightower – like some of its peers – is pushing to

People Moves
October 15, 2025

Who’s Moving Where In Wealth Management? – Mercer Global Advisors

The latest moves, appointments and personnel changes in North American wealth management.

M and A
October 7, 2025

Mercer Advisors Adds To Its Ultra-High Net Worth Regis Group

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $83 billion in

Strategy
September 8, 2025

How Focus Financial’s Future Is Tied To PE Owner’s Endgame

Looking back at a takeover of the US wealth management house, our correspondent examines how Focus

M and A
September 3, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors, Eagle, West Oak

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
August 11, 2025

Summary Of M&A Deals In North American Wealth Management

A round-up of the main transactions involving North American wealth management during April, May

Comment & Analysis results for Mercer Advisors

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