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,
Source: wealthmanagement.com
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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.
Source: wealthmanagement.com
Mercer Global Advisors Adds to Its M&A Teams
The new executives at Mercer Global Advisors will bolster the RIA’s inorganic growth strategies.
Source: wealthmanagement.com
DeVoe: Minority Deals on the Decline
Despite the proliferation of minority buyers in the RIA marketplace, the number of minority deals has declined over the last couple years.
Source: wealthmanagement.com
Creative Planning Scoops Delaware Firm Managing $535M AUM
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.
Source: wealthmanagement.com