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Inside Wealth’s Guide to M&A Options Mercer Advisors, Dynasty Financial and Journey Strategic Wealth executives shared what RIAs should contemplate before selling their firms, either internally or externally. Principals of advisory firms know that if they want to monetize their practices, there may be no better time than right now. The reason? An 11-year bull market has driven valuations for firms into record, and possibly unsustainable, territory; a coming increase in taxation on capital gains makes holding off on a sale risky; and a fiercely competitive market for more valuable, hig...

increase font size Boys’ lacrosse: Falmouth gets long-awaited win over Thornton Academy Wyatt Kerr scores four times and the Yachtsmen avenge a loss in the 2019 Class A state final with a 9-8 win. By MICHAEL HOFFERThe Forecaster 9 of 9 Falmouth celebrates after beating Thornton Academy 9-8 in a Class A boys' lacrosse game on Tuesday in Falmouth. Ben McCanna/Staff Photographer FALMOUTH — Wyatt Kerr admits he hasn’t gotten over the 2019 Class A boys’ lacrosse state final. Tuesday, after a nearly two-year wait, he and his Falmouth teammates had a chance to finally do something about it...

Serial acquirer Mercer Global Advisors expands its $28 billion RIA network by adding San Diego-based Epstein & White Financial.

Mercer Advisors Acquires Epstein & White Financial, LLC Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors' Presence in California News provided by Share this article Share this article DENVER, March 10, 2021 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Epstein & White Financial LLC (and related entity Epstein & White Retirement Income Solutions, LLC) (hereinafter collectively referred to as "EWF"), a respected wealth management firm loca...

The RIA roll-up market has seen a decade of explosion The marketplace for RIA M&A networks is currently overrun with players — from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off. March 8, 2021 8 MINS Ten to 15 years ago, when the very first group of aggregators, or roll-ups, of registered investment advisers were arranging and completing their first round of M&A deals, there were three pillars in the industry’s mergers and acquisitions landscape, plus one outlier. The first pillar wa...