Investment News
The shopping spree continues at Mercer Advisors, which announced its second acquisition of the month Monday, pushing the fast-growing acquirer to nearly $14 billion in assets under management.
This week’s deal involves Sigma Investment Management Co., a Portland, Ore.-based registered investment adviser with $500 million in assets under management.
The announcement comes just a week after Mercer secured an agreement to acquire Beacon Wealth Management, a $230 million RIA with offices in Hackensack, N.J., and Palm Beach, Fla.
10 Year-End Tips to Cut Clients’ Tax Bills
Dec 13, 2018
Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019
Mar 29, 2019
Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
Jun 17, 2019
CEO Dave Welling Speaks with CardRates about our Financial Planning Services for Families
Feb 10, 2021
CIO Don Calcagni Joins Bloomberg Live in a Roundtable Discussion on Cryptocurrency
Dec 18, 2020
10 Year-End Tips to Cut Clients’ Tax Bills
Dec 13, 2018
Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019
Mar 29, 2019
Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
Jun 17, 2019
CEO Dave Welling Speaks with CardRates about our Financial Planning Services for Families
Feb 10, 2021
CIO Don Calcagni Joins Bloomberg Live in a Roundtable Discussion on Cryptocurrency
Dec 18, 2020