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EP Wealth Advisors® Sets Stage for Accelerated Growth

EP Wealth Advisors® Sets Stage for Accelerated Growth
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Mercer Advisors Expands Executive Ranks with Veteran Marketing, Technology, Wealth Management and M&A Leaders

Mercer Advisors Expands Executive Ranks with Veteran Marketing, Technology, Wealth Management and M&A Leaders
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Ric Edelman's next move aims to bring advisers into digital assets

Ric Edelman's next move aims to bring advisers into digital assets
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Edelman Financial Engines Acquires $846 Million RIA Viridian Advisors

Edelman Financial Engines has acquired its first RIA since its merger.
Edelman Financial Engines, an independent financial planning firm that was created through the combination of Edelman Financial Services and Financial Engines, has acquired Viridian Advisors, a Bothell, Wash.–based financial and tax planning RIA with $846 million in assets across more than 800 clients. The deal represents Edelman s first RIA acquisition since the merger.
The deal is expected to close in the second quarter, according to the company. Further details of the transaction were not disclosed.
Employee-owned Viridian provides financial planning, investment management, and tax planning and preparation services. The tax services will be a new addition to Edelman. ....

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Tax Change Fears Spur Record M&A Dealmaking in Q1 | Chief Investment Officer

The specter of higher capital gains taxes in 2022 accelerated activity, Echelon says.
Wealth management adviser and brokerage industry merger and acquisition (M&A) dealmaking set a record during the first quarter of this year, spurred by the expectation that the Biden administration could introduce higher capital gains taxes that would go into effect in 2022, according to Echelon Partners’ Registered Investment Adviser (RIA) M&A Deal Report.
Among pension funds and other institutional investors, private equity (PE), whose business is M&A, is a key component in their investment portfolios. Public pension programs overall have 9.6% of their assets in PE, as of 2020, according to the Public Plan Database. ....

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