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.
Toronto-based Bank of Montreal has hired a three-decade veteran from Bank of America to lead its newly combined US operation as one of its top leaders plans to step down.
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
Unequal life expectancy, emotional decision-making, and market swings are rewriting the rules, forcing a rethink on everything from default plans to annuities.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
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