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Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists By WSJ Staff Updated Jan. 7, 2021 6:02 am ET
Mercer Global Advisors, a large nationwide RIA that has grown via dozens of acquisitions, announced another deal: the purchase of Kays Financial Advisory, an Atlanta-based wealth management firm.
Founded in 1985 by Scott Kays, the 17-person firm serves about 700 clients. A Form ADV filed in early December lists Kays’ regulatory assets under management as $662.2 million.
Mercer says the acquisition, which closed on Nov. 30, bolsters its presence in Georgia and the Southeast.
Below, some of the best analysis and insight from WSJ writers and columnists, the Dow Jones Newswires team and occasionally beyond, on investing, the wealth-management business and more.
Mercer Advisor Picks Up Georgia Firm and Forms a Southeast Juggernaut
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