Mercer

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

The firm made several other changes to its executive leadership, including a new chief marketing officer.

The aggregator has bought 22 firms with $7.1 billion AUM since 2016.

The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Firms are doubling down on efforts to boost the ranks of women advisors.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The private equity-owned RIA beat out 40 other suitors.

Mercer Advisors picks up where it left off last year.

The well-capitalized acquirer completed eight transactions in 2017.

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

Advisory firms need private equity capital, but problematic strings may be attached.

The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.

Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.

The RIA's 7th deal in 16 months is for a $160M adviser.

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.