DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals
As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.
Source: wealthmanagement.com
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Strategic Planning for 2023: Think 'What' Not 'Why'
The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”
Source: wealthmanagement.com
Mercer Advisors Acquires Goldstein Munger + Associates, Inc. Expanding Mercer Advisors' California Presence
/PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Goldstein...
Source: prnewswire.com
Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
Source: wealthmanagement.com
EP Wealth Advisors Acquires Minot Wealth Management
$1 billion AUM acquisition establishes presence on the East Coast, marks significant milestone in EP’s national expansion.
Source: wealthmanagement.com