Mercer Acquires $850M Arizona RIA
By Jeff BermanRowland Carmichael Advisors "will bolster our already strong presence in the Southwest," says Mercer CEO Dave Welling.
January 12, 2021
Biden to Pick Gary Gensler for SEC Chief: Reuters"A knowledgeable and aggressive choice," lawyer Nick Morgan says.
January 12, 2021
Ex-Vanguard CEO McNabb, Ron Carson Invest in AltruistWilliam McNabb will also join the board of the digital brokerage platform.
January 11, 2021
$435M Team Ditches Merrill for Sanctuary WealthThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Mercer Acquires $815M RIA Led by Judith McGeeNews of the deal comes only four days after Mercer said it bought Atlanta Financial Associates.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 08, 2021
Captrust Adds $3.3B Arizona RIAThe addition of MRA Associates also allows Captrust to start offering tax consulting services.
January 07, 2021
Mercer Nabs $815M RIA in AtlantaNews of the acquisition comes only two days after Mercer said it bought Kays Financial Advisory Corp.