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Cerity, Mercer and Summit Trail chiefs say tripling of practice buyers means multiples are staying flush, but they urge some caution to on-the-fence RIA sellers.
The $7.6-trillion, Malvern, Pa., asset manager did not explain the sale's purpose but alluded to challenges keeping pace with 'increasingly complex rules.
The Empyrion owner will now work under the $48-billion, Denver and Santa Barbara RIA rollup, which keeps finding women in wealth who believe it transcends 'pale, male and stale'
The Mercer Advisors CEO in Denver now has a 'president' reporting to him from the Big Apple to take on the specific mission of wiring a national RIA, rather than day-to-day operations at a rollup.
Both Genstar and Mercer female staff are singing the CEO's praises after he took a sleepy $10 billion AUM firm to $32-billion AUM, where 40% of client-facing staff and 33% of leaders are women.
As Mercer's torrid growth accelerates, its new CEO will hyper-unify investments and operations, make deals, pit software vendors against each other and hire like crazy
Investor Watchdog, FreeRetirementReport and Vestorly are among the firms seeing growth but are grappling with vetting issues -- of both advisors and clients
TD and Fidelity are in with both feet but some are taking a wait-and-see attitude
As part of a barrage of big moves by Mercer Advisors, Tamarac gets superseded for rebalancing
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