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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 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. ....

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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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Mercer plants flag in Georgia with second deal this week

Mercer plants flag in Georgia with second deal this week
It is acquiring woman-led Atlanta Financial Associates, which has $815 million under management
January 7, 2021
Mercer Global Advisors announced its second acquisition of the week, signaling a fresh appetite for big deals in 2021.
The $24 billion Denver-based consolidator said Thursday that it is acquiring Atlanta Financial Associates, which serves 570 clients with approximately $815 million under management.
The announcement comes two days after Mercer’s acquisition of Atlanta-based Kays Financial Advisory, which manages $800 million in client assets.
AFA is a woman-led registered investment adviser that was founded by Julianne Andrews and Cathy Miller in 1992.
“When it came time for us to discuss our own succession plan and business continuity strategy, we wanted to make sure our clients continued to receive the highest quality of care,” Andrews said. “To that end, we looked for a partne ....

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