RPA Aggregators Are the Future of the 401(k) Industry
Elite RPA aggregators discussed opportunities and challenges at the WealthManagement EDGE Conference.
Source: wealthmanagement.com
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Mercer Advisors Launches Institutional Group and Enhanced Services for Foundations, Endowments, and Corporate Retirement Plans
Denver, CO (PRWEB) October 06, 2021 -- Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced
Source: prweb.com
Mercer Advisors Acquires Rowland Carmichael Advisors, Inc.
Share this article Share this article DENVER, Jan. 13, 2021 /PRNewswire/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition of Rowland Carmichael Advisors, Inc. ("RCA"), a respected wealth management firm located in Scottsdale, Arizona. RCA serves approximately 240 clients with assets under management / advisement (collectively "AUM") with over $850 million. Tim Rowland ("Tim"), CFP®, MBA, and David Carmichael ...
Source: prnewswire.com
Mercer Acquires $850M Rowland Carmichael Advisors
Mercer Acquires $850M Rowland Carmichael Advisors Rowland Carmichael Advisors appeal is a retirement plan business that Mercer will add to its $2 billion ERISA services. Mercer Advisors acquired a Scottsdale, Ariz., firm advising more than $850 million in investor and retirement plan assets, the company announced Wednesday. Mercer closed on the Rowland Carmichael Advisors transaction on Dec. 31, 2020. Mercer will combine the RCA family with its existing Scottsdale office and help grow th...
Source: wealthmanagement.com