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.
Florham Park, New Jersey-based Bodnar Financial Advisors develops financial strategies for major life events including marriage, kids, death, divorce and retirement.
The nine-credit on-demand program includes seven hours of video instruction and focuses on how financial planners can build deeper relationships with clients.
The cryptocurrency and cryptoasset strategies will offer direct ownership, low minimums, and portfolio reporting integration.
Jeff takes the pod solo with his guest, Cody Garrett of Measure Twice Financial, who breaks down his “advice only” financial planning operation. They discuss the branding elements that go into providing paid financial advice for the anti-financial-adviser population.
The Sallus pooled employer 401(k) plan is aimed at small to midsize businesses.
