Deals & People September 3rd, 2024 Mercer Global Advisors Announces Acquisition of Benchmark Wealth Management The Mercer adviser team adds to its footprint in the Northeast with the high-net-worth specialist.
Deals & People January 8th, 2024 Advisory M&A News – 1/8/24 Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as...
Deals & People November 6th, 2023 Advisory M&A News – 11/6/23 Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.
Deals & People July 10th, 2023 Advisory M&A Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors;...
Deals & People June 6th, 2023 Cetera Holdings Acquires Retirement Planning Group The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing...
Deals & People June 5th, 2023 Advisory M&A Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.