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.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
