Mercer Global Advisors, a Denver-based registered investment adviser managing $26 billion, has acquired Pinnacle Wealth Solutions, a Midlothian, Virginia-based RIA managing approximately $365 million.
All five team members of the 35-year-old firm have joined Mercer.
New research tracking Form ADV disclosures finds registered investment advisors embracing artificial intelligence are growing headcount, not cutting it.
A new ACLI survey finds most middle-class Americans plan to rely on Medicare for long-term care, but that’s not covered!
The proposal to eliminate Rule 206(4)-5 would end a 16-year-old restriction that firms say has unfairly suppressed political speech.
A recently settled lawsuit over Vanguard’s first-ever acquisition named a current sales executive at Altruist, the RIA custodian that Vanguard just bought for $4.6 billion.
Advisors who lead with cost savings when pitching pooled employer 401(k) plans may be underselling — and misrepresenting — the fiduciary value.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
