Mercer Global Advisors, a $30.5 billion Denver-based registered investment adviser, has acquired ET George Investment Management, an RIA in Starkville, Mississippi.
The firm has $170 million in assets under management and about 155 clients.
ET George was founded in 1974 by Ernie George, who explained the acquisition by saying, “It was time for our firm to implement a business succession strategy.”
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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