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Mercer Advisors picks up where it left off last year.
February 13 -
The well-capitalized acquirer completed eight transactions in 2017.
January 9 -
The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.
November 28Mercer Advisors -
Advisory firms need private equity capital, but problematic strings may be attached.
October 26 -
The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.
October 20 -
Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.
August 16 -
The RIA's 7th deal in 16 months is for a $160M adviser.
July 12 -
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.
June 13 -
Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.
May 20