Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $31 billion, has acquired A. Farah Investments, an RIA firm managing $240 million in Green Bay, Wisconsin.
The firm, which serves 220 clients, does business as AFI Wealth Strategies. Andrew E. Farah, the firm’s founder, and his team will be joining Mercer.
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Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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