News results for Mercer Advisors

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April 8, 2021

Wealth Management M&A Sets Fresh Record

The first three months of 2021 set a fresh record for M&A deals in the wealth management space.

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March 11, 2021

Mercer Acquires Another Californian Wealth House

Mercer has acquired a number of wealth firms across the US in recent weeks and months, part of a

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February 4, 2021

January Sets Scorching M&A Pace, More Wealth Deals Ahead

After a busy year for mergers and acquisitions in the North American RIA sector, it looks as if

Strategy
January 25, 2021

Don’t Worry About Amazon: New FPA President Looks Ahead

This news service talks to Skip Schweiss, the new president of the Financial Planning Association.

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January 22, 2021

Mercer Buys Another RIA, Underscores "Meta-Firm" Trend

On the same day that a report came out pointing to record RIA merger and acquisition activity, one

WM Market Reports
January 21, 2021

The Rise Of The “Meta-Firm” – US Wealth Sector M&A Thrives

An organization tracking corporate activity in the RIA industry talks about the growth of

M and A
January 8, 2021

Mercer Kicks Off 2021 With Atlanta Wealth Firm Deal

The RIA has bought a number of wealth management firms across the country in recent months - it

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August 6, 2020

Mercer Continues Acquisition Drive

Mercer has made a number of acquisitions, with this deal widening its presence in Colorado. Recent

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July 2, 2020

Deals Of The Day: The Latest In Wealth Management M&A - Mercer

The latest transactions and acquisitions in the North American wealth management industry.

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January 29, 2020

Deals Of The Day: The Latest In Wealth Management M&A - Mercer, First Ohio Planning

The latest transactions and acquisitions in the North American wealth management industry.

Comment & Analysis results for Mercer Advisors

WM Market Reports
December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four