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Mercer Moves Chief Talent Officer to M&A Role

Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development,

Martine lellisJeff dadamoSperos blayneyJay robinsonDave bartonSandy burgessStacy orffGreg mayesDevoe companyDimensional fund advisorsMercer global advisorsNewedge advisors

RIA Edge Live Blog | Wealth Management

RIA Edge Live Blog | Wealth Management
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Advisor M&A Ticks Back Up as Industry Faces Succession Crisis

Advisor M&A Ticks Back Up as Industry Faces Succession Crisis
biztoc.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from biztoc.com Daily Mail and Mail on Sunday newspapers.

RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

United statesPalm coastGrand junctionColorado springsSan antonioVali nasserTom scaturroJared hardinAngela johnsonElaine pughMatthew creciumLisa mauserDavid devoeBob pughBryan scottJoe debello

Mercer Global Advisors Adds to Its M&A Teams

The new executives at Mercer Global Advisors will bolster the RIA’s inorganic growth strategies.

Greg mayesStacy orffJeff dadamoJay robinsonSandy burgessFidelity investmentsDimensional fund advisorsSchwab advisor servicesDevoe companyPiper jaffrayMercer global advisorsNewedge advisorsOak hill capitalAltas partners

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