The deal for the $523M wealth firm deepens Mercer Global Advisors' professional pool with a 20-year veteran advisor team.
A new poll of service offerings across advisor segments hints at a glaring gap for one critical client cohort.
The two former advisors' years-long schemes reportedly generated more than $6.3M in illicit profits at their clients' expense.
The firm is reorganizing its private client group divisions and promoting its Pacific Northwest leader in a bid to seize opportunities in the crucial wealth market.
The 14-professional team is making a break for independence through the tech-enabled independent advisor platform.
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
The Minnesota-based firm's new COO comes with deep experience and a sterling reputation for supporting independent advisor transitions and growth efforts.
The veteran with more than 25 years' experience will drive the firm's expansion into SMAs, alts strategies, and address advisors' need for low-cost access to crucial ETF strategies.
The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.
The fintech startup will help advisors at the $9B RIA achieve organic growth with enhanced services to business owner clients.
