The firm's 13th acquisition since inception stretches its national reach to new locations in Ohio and Indiana.
The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.
With the deal finished, the broker-dealer colossus is moving on to the critical task of assimilating roughly 2,400 advisors into its network.
The brokerage titan announces successor as Bettinger transitions to executive co-chairman role.
The deal for the $523M wealth firm deepens Mercer Global Advisors' professional pool with a 20-year veteran advisor team.
A new poll of service offerings across advisor segments hints at a glaring gap for one critical client cohort.
The two former advisors' years-long schemes reportedly generated more than $6.3M in illicit profits at their clients' expense.
The firm is reorganizing its private client group divisions and promoting its Pacific Northwest leader in a bid to seize opportunities in the crucial wealth market.
The 14-professional team is making a break for independence through the tech-enabled independent advisor platform.
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
