Mercer Global Advisors, a Denver-based registered investment adviser managing more than $32 billion, has acquired Miller Advisors, an RIA firm located in Kirkland, Washington that manages $240 million.
The entire Miller team, led by founder Kathleen Miller and her daughter Nicole Miller, have joined Mercer.
READ MORE: Mercer Advisors acquires $240 million RIA
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.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
