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RIA Edge Roundup: Fieldpoint Launches Private Banking Solution

Mercer acquired two firms this week and Mariner, Waverly and Kestra all added one, while Fieldpoint launched a private baking solution for RIAs.

United statesAl iskandariyahGee howardRob bartensteinDavid toveyAlan thomsonZachary hayesFrank mooreRuss hollandJack mccloskeyJosh reidingerJohne howardEdward jonesKestra private wealth servicesResource planning group in atlantaFieldpoint private launches advisor banking services platform

Mercer Advisors Acquires Resource Planning Group, Ltd

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Resource.

United statesGee howardChris tofalliDavid bartonJohn howardJohne howardAlan thomsonResource planning group ltdChris tofalli public relationsMercer global advisors incCertified financial planner board of standards incMercer advisors incExchange commissionPrnewswire mercer global advisors incServices law group incExpanding mercer advisor georgia

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