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The intricacies of integrating RIAs at Mercer

The intricacies of integrating RIAs at Mercer
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Mercer Hires CFO From McKinsey | Wealth Management

The RIA has hired Gün Keresteci, former global head of finance at McKinsey. ....

Michael Henry , Daniel Gourvitch , Alliance Bernstein , Mckinsey Company , Mercer Global Advisors , Marathon Asset Management , Dave Welling , Mercer Advisors , Oak Hill Capital , Altas Partners ,

Mercer Global Advisors Adds to Its M&A Teams

The new executives at Mercer Global Advisors will bolster the RIA’s inorganic growth strategies. ....

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Echelon: RIA M&A Fell in 2023

Deal volume dropped for the first time in more than a decade, as average deal size increased and the influence of private equity continued to play a major role. ....

Wealth Enhancement Group , Carlyle Group , Savant Capital Management , Enhancement Group , Mercer Advisors , Creative Planning , Bain Capital , Lincoln Financial , Goldman Sach Personal Financial Management , Stone Point Capital , Altas Partners , Harvest Partners ,

2024 IPO outlook: The blockbuster is (mostly) dead

IPO discourse has always been messy and prone to extremes, but it’s time to rethink some of the language we’re using. ....

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