Mercer Global Advisors, a $27 billion Denver-based registered investment adviser, has acquired Marrs Wealth Management, a 10-year-old RIA firm in Ames, Iowa, that serves 275 clients and manages $215 million in assets.
Founder Craig Marrs and advisers Andra L. Reason and Nathan Brammer, along with their staff, have joined Mercer.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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