Mohr will focus on enhancing advisor support, training, and technology at the Boston, Massachusetts-based national planning firm and RIA.
The acquisition in Minneapolis extends the global wealth manager’s ambitions to become a key player in the UHNW space.
Latest snapshot research of US adults uncovers widespread concerns around retirement savings, healthcare costs, and market risks.
The new strategy, which offers lifetime income and higher growth asset exposure during retirement, will also be available as a CIT.
Report reveals how top firms are taking more assets through M&A as they look to assimilate technology and service offerings.
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
With a complex merger deal culminating in a $500M book of assets, the hybrid RIA welcomes three ex-Raymond James advisors.
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
The second-generation advisor and former hedge fund analyst reported managing $85 million in assets at the wirehouse.
The wealth tech provider is broadening its communications archiving and compliance footprint and boosting its AI capabilities.
