One of the country's fastest growing RIAs, Mercer Advisors, with $10.3 billion in assets under management, has staked out digital wealth management as an area of growth by tapping financial software specialist Dave Welling as its new CEO.
Welling's "expertise in technology and digital enterprise solutions will allow Mercer to continue to expand its investment services and digital experiences for clients," former CEO Dave Barton, who has become the company's vice chairman, said in a statement.
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