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Two soloists and a team make the switch in Northern California.
The announcement signals the bank's confidence that it has enough liquidity to take advantage of the recent slump in debt markets.
The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.
Alexander Guiliano is launching Resonate Wealth in Ridgewood, New Jersey, along with two staffers.
The Asset Advisory Group, founded in 1988, serves about 160 clients and will expand Mercer's presence in Ohio.
The Cleveland-based RIA said the purchase of West Point Business Group allows it to launch MAI Retirement.
Four-adviser group in Novi, Michigan, moves to the firm’s employee channel and will now operate as Stone Manor Wealth Advisors of Raymond James.
The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.
Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.
