Latest updates for Mercer Global Advisors

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Recent items include:

  • Mercer Global Advisors acquires Personal Financial Solutions in Manasquan
  • Mercer Closes on $3.8 Billion
  • Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

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roi-nj.com /1 month ago

Mercer Global Advisors acquires Personal Financial Solutions in Manasquan

Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), has announced the addition of Personal Financial Solutions (PFS), a Manasquan-based advisory firm over...

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peprofessional.com /1 month ago

Mercer Closes on $3.8 Billion

Mercer, a unit of Marsh & McLennan, closed Mercer Private Investment Partners VIII LP with about $3.8 billion in capital commitments. The fund is the eighth in Mercer’s PIP ser...

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wealthmanagement.com /1 month ago

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.

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alternativecreditinvestor.com /1 month ago

Mercer lands $3.8bn for alts fund despite challenging market

Mercer has raised nearly $4bn (£2.9bn) for its multi-asset private markets strategy at final close, despite what it described as a “challenging fundraising and distribution environ...

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wealthmanagement.com /1 month ago

People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet

In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and $500M RIA Lansing Street expands its management team.

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wealthmanagement.com /1 month ago

Citi Wealth Partners With Advyzon for Global UMA Launch

Citi Wealth partners with Advyzon to launch a UMA featuring alternative investment options and multi-currency capabilities.

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roi-nj.com /1 month ago

Private Advisor Group to acquire Mariner Advisor Network, with $31B in assets

Private Advisor Group, one of the nation’s leading financial services firms headquartered in Morristown, announced that, in partnership with its minority equity investor LPL Financ...

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wealthmanagement.com /1 month ago

Deals & Moves: Concurrent, Sanctuary Launch Merrill Breakaway RIAs

In addition, Merit brings on another Commonwealth team, Prudential adds two former bank advisors, and RFG Advisory lures a former Cetera advisor.

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wealthmanagement.com /1 month ago

Merchant Invests in Emerge Business Management

The deal is part of Merchant’s broader strategy to invest in wealth management-adjacent services it can offer its advisor network.

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wealthprofessional.ca /3 weeks ago

Mercer says DC plan innovations could accelerate retirement timelines for Canadians

Flexible savings tools and alternative investments may improve retirement readiness by years

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wealthmanagement.com /1 month ago

People Moves: Kestra, Benjamin F. Edwards Expand Advisor Recruiting Teams

In addition, T. Rowe Price hires an alternatives head for its wealth channel, RIA Moneta hires marketing and organic growth leads, and Beacon Trust adds advisors from Truist, Merri...

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wealthprofessional.ca /1 month ago

US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion

Firm brings partnership model and $650 billion platform as it enters Canada in 2026

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wealthmanagement.com /3 weeks ago

Deals & Moves: Apollon Adds $650M RIA; Merit Snags $470M Advisory

Also, Wealth Enhancement books two acquisitions this week, Ameriprise lures a Commonwealth team overseeing $140M, and &Partners wins over advisors from Wells Fargo and Edward J...

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wealthmanagement.com /2 weeks ago

Lido Advisors Acquires $1B Jackson Hole Capital

The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.

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wealthmanagement.com /1 month ago

Marsh McLennan Agency to Acquire $1.6B Wealth, Retirement, Benefits Shop

Marsh McLennan Agency will acquire TriBridge Partners, adding benefits, wealth management and insurance practices in the Mid-Atlantic.

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wealthmanagement.com /1 month ago

LPL Acquires Mariner's $31B Platform Business

In partnership with its minority investor LPL, Private Advisor Group will acquire the hybrid business of Mariner Advisor Network, which includes 144 advisors.

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pehub.com /4 days ago

People want people to advise on wealth management, says Houlihan Lokey’s James Anderson; Carlyle, JC Flowers, HGGC among...

A mid-year outlook into PE investments in the wealth management sector from Houlihan Lokey’s James Anderson; highlighting notable wealth management deals this year, including from...

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wealthmanagement.com /1 month ago

Sanctuary Adds $800M Breakaway From Merrill Lynch

Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.

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wealthprofessional.ca /1 month ago

Mackenzie taps OneVest to power next phase of advisor and client digital overhaul

Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale

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wealthmanagement.com /4 weeks ago

Prosperity Merges in Five Firms to Create $4.7B RIA

JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group and FSC Wealth Advisors come together in a deal that adds $1.8 billion in a...

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wealthmanagement.com /1 week ago

AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stag...

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wealthmanagement.com /1 month ago

Girard, a Univest Wealth Division: Zeroing in On Quality

CIO Timothy Chubb lays out the firm’s investment philosophy, from exposure to international equities to extreme caution on evergreen funds.

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wealthmanagement.com /1 month ago

People Moves: $62B RIA Clearstead Hires M&A Head

In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hir...

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wealthmanagement.com /4 weeks ago

AlphaCore Puts Alternatives at the Heart of its Strategy

The La Jolla, Calif. RIA allocates 20% to 25% of client portfolios to private markets, far exceeding industry norms, while maintaining international exposure across asset classes.

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wealthprofessional.ca

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peprofessional.com

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p2pfinancenews.co.uk

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pehub.com

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roi-nj.com

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wealthmanagement.com

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