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Figuring your finances with the Burt Adams Group

US in the news: Mercer Advisors completes double acquisition

The financial terms of the deal were not disclosed. In all, 15 MWM team members will be joining the Mercer Advisors’ team. Elsewhere, Mercer Advisors has bought acquisition of Rowland Carmichael Advisors, a wealth management firm located in Scottsdale, Arizona. RCA serves approximately 240 clients and nine RCA team members will be joining the Mercer Advisors’ team. The financial terms of the deal were not disclosed. People moves Round Table Wealth Management The global wealth and investment management firm has named Marianne Rodriguez as director and wealth adviser based in its Boca Raton, Florida office. Prior to joining RTWM, she worked as a branch manager with a national brokerage firm.

UBS teams managing $900 million bolt to RBC

Two UBS teams managing $900 million in client assets have joined RBC Wealth Management in Lincoln, Nebraska, along with their staffs.