Deals & People
Focus Financial Partners Gains Access to Mercer's Insights
Focus Financial
Partners’ firms will have access to Mercer’s research and intellectual capital, per an enterprise agreement.<br />
Reported by Jay Polansky
As a result, Focus will be able to provide Mercer’s institutional-quality investment insights to all of its partner firms. Focus partner firm CapGroup Advisors is the initial adopter of the capability.
“The past five years alone have proven the importance of access to information on investment managers and market conditions, and the need for investment advisers to have an in-depth understanding of where they are placing client assets,” said Cara Williams, Mercer’s global leader of wealth management. “We bring to the clients of Focus Financial’s partner firms Mercer’s vast experience servicing the most sophisticated institutional and wealth management clients.”