Mercer Global Advisors has acquired CCP Inc., a registered investment adviser in Chicago that manages $140 million.
The firm is owned by Steve Roberts, who will be joining an existing Mercer office in Chicago along with Carin Pankros Roman and the entire CCP staff. Terms of the acquisition were not disclosed.
Like Mercer Advisors, CCP was founded in 1985. In 2009, Mr. Roberts became its owner, president and chief compliance officer.
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
