Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $20 billion in assets, has acquired Summit Wealth Advisors, a Frisco, Colorado-based RIA managing $130 million.
The Summit team, including founder Robert Fred Lau and adviser Emily Ann Messegee, have joined Mercer Global Advisors.
[More: The hunt for mega RIAs]
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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