Mercer Global Advisors, a Denver-based registered investment adviser managing $27 billion, has acquired Hart Capital Management, an RIA managing $440 million that is headquartered in Spokane, Washington.
Hart, which was founded in 1998, serves about 400 clients. It also has an office in Coeur d’Alene, Idaho.
Founder Craig W. Hart and his team of nine professionals have joined Mercer.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
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
