Mercer Global Advisors, a Denver-based national registered investment adviser overseeing $37 billion in assets, has acquired Resource Planning Group, an Atlanta, Georgia-based wealth management firm with $325 million in assets under management.
Financial terms weren’t disclosed.
RPG’s entire team — founders John E. Howard and his wife Georgia ‘Tee Gee’ Howard, along with adviser-partners John Evans III and Alan Thomson and staff — will be joining Mercer Advisors.
The latest PPI print, clocking in north of 3 percent, adds to concerns that inflation is far from tamed.
The DIY investment giant's positive earnings surprise, surpassing $1 billion in revenue for the first time, puts it on strong footing for future expansion.
Most retirement plan specialists anticipate gain of up to 10%.
And they would have to work extra hard to pay it off.
BofA strategists highlight rising volatility's risk to largest US stocks.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
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