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4 questions for an RIA in the wake of its M&A succession deal

4 questions for an RIA in the wake of its M&A succession deal
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Cathy Miller , Julianne Andrews , Tobias Salinger , Atlanta Financial Associates , Financial Planning Podcast , Mercer Advisors , Correspondent Tobias Salinger , Park Sutton Advisors , கேத்தி மில்லர் , ஜூலியானே ஆண்ட்ரூஸ் , டோபியாஸ் சாலிங்கர் , அட்லாண்டா நிதி கூட்டாளிகள் , நிதி திட்டமிடல் பொட்கஸ்ட் ,

Seven Advisors from Mercer Advisors Named to the 2021 Forbes Top Women Wealth Advisors List

Seven Advisors from Mercer Advisors Named to the 2021 Forbes Top Women Wealth Advisors List
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Julianne Andrews, Jennifer Baick, Jessica Caruso, Laura Combs, Judith McGee, Cathy Miller, and Tracey Turko all recognized for offering exemplary service in a year of unprecedented challenges by industry leading financial magazine
Women now hold over 50% of client-facing roles at the firm, significantly higher than the industry average and we are extremely proud of these seven outstanding financial professionals.
DENVER (PRWEB)
April 26, 2021
Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that seven senior wealth advisors were named to the Forbes Top Women Wealth Advisors’ List. Each advisor, selected by SHOOK Research, is chosen based on qualitative and quantitative criteria, including: in-person interviews; industry ....

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Mercer announces fourth RIA acquisition in 8 days

Mercer announces fourth RIA acquisition in 8 days
The $25 billion Denver aggregator is buying Rowland Carmichael Advisors, a Scottsdale, Arizona-based multifamily office that serves 240 clients with more than $850 million in assets.
January 13, 2021
On Wednesday, the $25 billion Denver-based aggregator announced its fourth acquisition so far this year of an RIA with at least $800 million in client assets. The deal for Scottsdale, Arizona-based Rowland Carmichael Advisors, which serves 240 clients with more than $850 million in assets, follows three other announcements in the past eight days.
The deals announced previously include: Kays Financial Advisory, an $800 million Atlanta-based firm; Atlanta Financial Associates, an $815 million firm also based in Atlanta; and McGee Wealth Management, an $800 million firm based in Portland, Oregon. ....

United States , Dave Barton , David Carmichael , Tim Rowland , Rowland Carmichael , Atlanta Financial Associates , Mercer Global Advisors , Arizona Based Rowland Carmichael Advisors , Kays Financial Advisory , Mcgee Wealth Management , ஒன்றுபட்டது மாநிலங்களில் , டேவ் பார்டன் , டேவிட் கார்மைக்கேல் , நேரம் ரோலண்ட் , ரோலண்ட் கார்மைக்கேல் , அட்லாண்டா நிதி கூட்டாளிகள் , மகீ செல்வம் மேலாண்மை ,

Mercer Advisors buys Atlanta Financial Associates

Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients. ....

Chris Blackmon , Cathy Miller , Carolyn Armitage , Julianne Andrews , Rick Henderson , Atlanta Financial Associates , Charles Schwab , Mercer Advisors , Atlanta Financial , Oak Hill Capital , Echelon Partners , Financial Planning , Park Sutton , Purshe Kaplan Sterling Investments , Black Monday , M Amp A , Career Moves , Succession Planning , Premium Access , கிறிஸ் பிளாக்மொன் , கேத்தி மில்லர் , கரோலின் ஆயுதங்கள் , ஜூலியானே ஆண்ட்ரூஸ் , ரிக் ஹென்டர்சன் , அட்லாண்டா நிதி கூட்டாளிகள் , சார்லஸ் ஸ்க்வாப் ,

Mercer Global buys second woman-led RIA in a week

Mercer Global buys second woman-led RIA in a week
McGee Wealth Management, a Portland, Oregon-based firm with 800 clients and $815 million in assets under management, is leveraging the sale for succession planning.
January 11, 2021
Mercer Global Advisors is buying McGee Wealth Management, a Portland, Oregon-based firm serving 800 clients and managing $815 million, in its third acquisition this month of a firm with more than $800 million under management.
McGee Wealth, co-founded by Judith McGee and Linette Dobbins, is the second woman-led RIA Mercer has acquired in less than two weeks.
Mercer also announced last week that it is buying Kays Financial Advisory, another Atlanta-based RIA managing $800 million. ....

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