Mercer Global Advisors, a Denver-based registered investment adviser managing $39 billion, has acquired Benemark Inc., an RIA firm managing $230 million in Westport, Connecticut.
Founded in 1995 by partners Robert A. Medvey and Gregg G. Padilla, Benemark serves approximately 70 clients. Benemark’s entire team will be joining Mercer Advisors.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
