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The intricacies of integrating RIAs
Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.
Mercer Advisors lands $2.5B mega-practice
The acquisition of the Seattle-based multifamily office deepens the national RIA’s UHNW presence in the Pacific Northwest.
Mercer Advisors welcomes five RIA industry veterans
The new executives have experience at some of the biggest industry names.
Mercer Advisors eyes tech-powered organic growth
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Mercer adds $275M RIA in Iowa
The deal for River Glen Wealth Counselors adds to the firm’s presence in the central U.S.
Mercer adds Denver RIA overseeing $465M
Transitions Wealth Management was founded in 1999 by a team of accountants.
Mercer Advisors acquires $720M high-net-worth focused RIA firm
National registered investment advisor firm expands its Californian presence with latest acquisition.
Mercer raises $1 billion in recapitalization deal, bringing in new private equity backer
The additional investment from Altas Partners pushes Mercer's valuation past $3 billion.
EBRI names former Mercer executive Barb Marder president and CEO
Marder succeeds Lori Lucas, who retired at the end of 2022 after joining EBRI as president and CEO.
Mercer Advisors acquires $5 billion RIA, Regis Management Co.
The addition of the ultra-high-net-worth multifamily office pushes Mercer's assets near $40 billion.
Mercer Advisors hires president to help guide RIA to next level
Industry veteran Daniel Gourvitch steps into the new role with the charge of building out the Mercer platform to attract more advisers.
Market pain boosts case for adding alternatives to retirement accounts
An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.
RIA consolidation on track for another record year, Echelon reports
Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.
LPL, Dynasty, Mercer are ramping up their tech C-suites
Recent hires at the advisory firms come at a time when the fastest-growing RIAs are embracing technology tools at higher rates than their peers.
Mercer acquires multimanager BFC to boost delegated investment push in Japan
Mercer acquired Tokyo-based hedge fund multimanager BFC Asset Management Co. in a move its global wealth management chief predicts will accelerate the nascent growth of Mercer's delegated investments business in Japan.
Mercer Advisors names Dave Welling CEO
After nine years heading the advisory firm, David Barton is out.
