Mercer Global News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Raymond James cries foul over grossly overbroad restraining order

The independent broker-dealer giant contends in court that a federal judge went too far in telling a pair of its advisors that they couldn't reach out to clients they had while at TD Bank.

United statesBrett bartkiewiczRaymond jamesRichard chenGregg desmaraisJeff nashRon eddeOmar williamsA raymond jamesTd bankWachovia securitiesSmith barneyBrightstar law groupRaymond james financial servicesFinancial industry regulatory authority brokercheckPoint private

RIA Roundup: Meketa Capital Family Office Investment, Board Members

Meketa Capital gets investor; Cetera, Snowden Lane announce deals; SEIA hires new head of wealth transfer.

United statesKansas cityNew yorkNew hampshireCentury cityApril rosenberryChuck widgerMichael bellBrian holmesBrian dightmanTim odenNoreen beamanLos angelesAshley widgerDightman capital groupCharles schwab

RIA Roundup: Sequoia Financial Group to Acquire M Capital Advisors

Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.

San antonioUnited statesNewport beachSan franciscoMount schoolEdwin bartonLos angelesMatt cosgriffCoastalone onboardsMauro mastrapasquaClaude koontzChuck lanzaKelly maregniNeal wadleyLucas veldhuisjoinedRick goodwin

$3 1 Billion Wealth Manager Ditched Hollywood For A Numbers-Oriented Approach

Mercer Global Advisors’ Jojo Cresci treats clients like her parents, leaning conservative in investments and backing her plans with data.

University of southern californiaUnited statesLancaster universityLondon school of economicsMercer globalSan mateoTop next gen wealth advisors best in stateBest in state wealth advisorsTop women wealth advisorsJojo cresciLondon schoolSouthern californiaHewins financialBay areaMercer global advisorsMercer advisors

Carmot Therapeutics Appoints Charles W Newton to Board of Directors

Carmot Therapeutics Appoints Charles W Newton to Board of Directors
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United statesHeather turnerCharles charlie newtonLyell immunopharmaAmerica merrill lynchCarmot therapeutics incLehman brothersMiami universityTuck school at dartmouth collegeMorgan stanleyCarmot therapeuticsCarmot boardChief financial officerManaging directorHealthcare investment bankingWestern region healthcare investment