Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $31 billion, has acquired A. Farah Investments, an RIA firm managing $240 million in Green Bay, Wisconsin.
The firm, which serves 220 clients, does business as AFI Wealth Strategies. Andrew E. Farah, the firm’s founder, and his team will be joining Mercer.
[More: How high can RIA valuations go?]
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
